Amazon's 2026 Power Move: Prime Video, Grocery Wars, and Space Ambitions Collide
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Amazon's 2026 Power Move: Prime Video, Grocery Wars, and Space Ambitions Collide
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About this listen
Amazon has been buzzing with big moves this week, darling. On January 16, AboutAmazon announced the exclusive Prime Video premiere of unscripted competition show Fallout Shelter with 10 episodes, dropping contestants into a post-apocalyptic world, while Arianespace targets February 12 for the Leo Europe 1 mission, launching 32 satellites on Amazon Leos first heavy-lift of 2026. That same day, they unveiled the Digital Arabic Library, partnering with Abu Dhabis Arabic Language Centre for 38,000 digital titles, filling a massive content gap globally.
Grocery wars heated up too, as Business Insider revealed internal plans to supercharge perishables from 2.6 billion units in 2025 to 3.3 billion by years end, borrowing Walmarts playbook with Supercenter warehouses, a 1DC distribution network, and microfulfillment in Whole Foods, including a massive 225,000-square-foot megastore near Chicago. Same-day perishable delivery now hits over 2,300 cities, with fresh foods outselling everything.
But drama alert: Minnesota Star Tribune exposed backlash from Twin Cities small business owners like jeweler Emily Johnson, furious that Amazons new AI Buy for Me and Shop Direct features scraped their sites to list products without consent, even botching details like calling silver rings gold. Amazon says its testing to help sellers but removes opt-outs fast.
Vendor whispers from Consulterce show Amazon squeezing 54 percent of partners for cost cuts averaging 5.4 percent in 2026 talks, prioritizing base accruals and supply chain tweaks amid softening growth. Policy shifts loom, with Cedcommerce noting FBA prep services end January 1, forcing sellers to label everything themselves.
On the space front, Project Kuiper hits early commercial testing to rival Starlink, eyeing 1,600 satellites by July for FCC approval and billion-dollar broadband dreams. Wall Street loves it, with FinancialContent dubbing Amazons AI flywheel a Strong Buy, AWS topping 100 billion run rate, and free cash flow at 60 billion for AI data centers. Antitrust trial looms in October, but healthcare via One Medical and ad surges keep the flywheel spinning. Whispers of a copper deal could juice shares long-term, per Fool UK. Amazons trillion-dollar revenue path by 2028 feels inevitable.
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