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  • USA: Jeff Bezos y Amazon tuvieron un año histórico

USA: Jeff Bezos y Amazon tuvieron un año histórico

Amazon y Jeff Bezos tuvieron un 2018 para el recuerdo — algo que ni la animosidad del presidente Donald Trump pudo empañar.

Desde principios de 2018, Amazon dio de qué hablar cuando se publicaron sus planes de unirse a Berkshire Hathaway y JPMorgan Chase para formar una empresa independiente enfocada en proveer servicios de cuidado de la salud, algo que podría trastornar por completo el sector de los seguros médicos (en junio compraría la compañía de distribución de medicamentos PillPack). Pero ese fue solo el inicio…

Nuevos campus

Amazon no sólo domina el sector del comercio electrónico, sino que su Amazon Web Services es el servicio en la nube más grande del mundo (con Microsoft en el segundo puesto). Pero la mayor jugada maestra de Amazon este año no estuvo en la nube sino muy firmemente enfocada en la tierra.

La medida más importante de Amazon este año tuvo que ver con su muy publicitada decisión de abrir una nueva sede en Estados Unidos, conocida como HQ2. El proceso, que inició en octubre de 2017, duró más de un año y en en un principio incluyó 238 propuestas de posibles candidatos — que prontamente Amazon redujo a 20 finalistas. Al final, Amazon seleccionó a Long Island City en la ciudad de Nueva York y Arlington, en el estado de Virginia. Lo más importante fue que a cambio de su decisión obtuvo miles de millones en concesiones fiscales de parte de esas localidades, algo que los analistas consideraron en extremo generoso y un claro triunfo para Amazon. La gigante de comercio electrónico recibirá US$2,500 millones en incentivos fiscales en total, que están atados a varias metas, pero en particular a la promesa de crear 25,000 empleos en cada locación, con una inversión combinada de US$5,000 millones en los próximos años.

Ventas récord

Pero, por supuesto, el negocio más conocido de Amazon es su plataforma de comercio electrónico. Desde hace unos años, Amazon celebra su Amazon Prime Day y, como se ha vuelto costumbre y a pesar de los problemas técnicos durante la jornada, Amazon volvió a romper su propio récord de ventas ese día, que este año cayó el 16 de julio. Posteriormente, lo volvería a romper en Cyber Monday 2018, cuando vendió más de 180 millones de productos — durante varios días –, según la empresa. Nadie vende los volúmenes que vende Amazon, punto. En abril, la gigante de comercio dijo que venderá hacia todo el mundo desde Estados Unidos y que hará entregas directamente en la cajuela de los autos de sus clientes.

En septiembre Amazon se convirtió en la segunda empresa estadounidense en alcanzar una cotización de mercado de US$1 billón (one trillion, en inglés) — aunque tanto Amazon como Apple (que fue la primera en lograr este hito) han caído del pedestal desde entonces. En un intento por limpiar su imagen y, suponemos, por compartir estos ingresos, la gigante de comercio anunció que aumentaría el sueldo mínimo de sus empleados en EE.UU. a US$15 por hora. En octubre, Amazon reportó ganancias netas de US$2,900 millones, su cuarto trimestre consecutivo por arriba de los US$1,000 millones. Hace un año, sus ganancias en ese trimestre fueron de US$256 millones.

Alexa en todas partes

Ahora sí tenemos a Alexa, literalmente, hasta en la cocina. Desde febrero, Amazon había dicho que redoblaría sus esfuerzos en el desarrollo de su asistente digital. Alexa se ha consolidado este año como una de las asistentes más conocidas y usadas en Estados Unidos, y poco a poco se ha lanzado a otros mercados. En octubre, llegó con los productos Echo a México y España, finalmente hablando español.

Pero también apareció en televisores de LG y de Sony, bocinas de Sonos, carros Toyota y Lexus, dispositivos con Windows 10 y un vendaval de productos más, dejando a Siri y Cortana muy atrás y a Google Assistant en un lejano segundo lugar en cuanto a su presencia en productos de terceros.

Amazon fue la empresa del sector que invirtió más en investigación y desarrolloen 2017, que seguramente invirtió en cosas como el desarrollo de sus propios chips para mejorar la inteligencia artificial de Alexa, como se informó este año.

Más y más hardware

A pesar de perder el liderazgo de la novel categoría de las bocinas inteligentes en mayo (frente a la dura competencia de Google con sus bocinas Home), Amazon y su línea Echo tuvieron un sólido 2018, lanzando más producto y actualizando la línea entera en septiembre. (De hecho, la firma de investigación Canalys dice que para fines de año, 50 por ciento de todas las bocinas inteligentes instaladas en el mundo serán Echo).

A fines de año, Amazon dijo que vendió “decenas de millones” de dispositivos Echo en el año.

Entre las novedades de hardware de Amazon que conocimos en septiembre están las nuevas generaciones de sus bocinas Echo, Echo Dot, Echo Plus, Echo Show y las nuevas Echo Sub, Echo Link, el Echo Wall Clock, el enchufe inteligente Smart Plug y el microondas inteligente de US$60 AmazonBasics MicroWave.

También, en febrero, Amazon compró la fabricante de timbres inteligentes y cámaras de seguridad Ring por unos US$1,000 millones para fortalecer su oferta de hardware en el hogar inteligente.

El retorno de las tiendas físicas

A principios de año, Amazon abrió su primera tienda Amazon Go en la ciudad de Seattle, donde está su sede principal, y abriría más de estos comercios automatizados durante el año en lugares como San Francisco y Nueva York. En septiembre, Bezos dijo que podrían abrir hasta 3,000 tiendas Go.

Tras comprar la cadena de tiendas de comida orgánica Whole Foods en 2016 por US$13,700 millones, Amazon apuesta de nuevo por el comercio de techo y ladrillos con estas tiendas que carecen de cajeros, y con la apertura también este año de sus tiendas 4-star, la primera de las cuales abrió en septiembre en Nueva York. En las tiendas 4-star, Amazon vende los productos que tiene cuatro estrellas o más de calificación en su plataforma de comercio. También este año integró más sus distintos servicios, ofreciendo entregas de dos horas en las compras en Whole Foods y ofreciendo más descuentos en la cadena de tiendas para miembros de Prime, por ejemplo.

Sin duda, hay un enorme dejo de ironía en que Amazon abra tiendas físicas después de acabar con las tiendas de todo tipo — como las cadenas de librerías. A pesar de que es muy pronto para conocer los resultados, Amazon Go, en particular, es una propuesta innovadora que revolucionará aún más ese sector.

Más y mejor contenido

Amazon no estuvo exenta de controversias, pero parece haberse librado mejor que otras empresas (ahém, Facebook). Por ejemplo, tras las acusaciones de acoso sexual contra Roy Price, el líder de la casa productora de contenidos Amazon Studios, prontamente la empresa lo sustituyó con la ejecutiva de NBC Entertainment Jennifer Salke, librándose de un escándalo mayor.

Y en cuanto a los contenidos de Amazon también dieron de qué hablar, positivamente. The Marvelous Mrs. Maisel, una serie de época, arrasó en los premios Emmy en la categoría de comedia. En abril, Bezos compartió que Amazon Prime había alcanzado los 100 millones de miembros. En fechas más recientes, su serie Homecoming con Julia Roberts ha recibido buenas críticas, además de que lanzó su primera serie mexicana Un extraño enemigo, cuyas críticas no fueron tan buenas pero que le abre nuevos mercados à la Netflix. También se dijo en noviembre que Amazon está considerando comprarle varios canales deportivos a Disney, por ejemplo.

El ganador

Pero quizá el mayor ganador del año fue el propio Bezos.

En marzo, el fundador y presidente ejecutivo de Amazon fue nombrado por primera vez como el hombre más rico del mundo por la revista Forbes, y posteriormente alcanzó una cotización personal histórica de US$150,000 millones.

Pero, a pesar de su estatus, Bezos había sido duramente criticado por su escasos esfuerzos filantrópicos. Este año, en un intento por corregir eso, lanzó un fondo de US$2,000 millones para labores sociales. Por supuesto, muchos lo criticaron debido a que la cantidad no se acerca a lo que han donado o prometido donar magnates como Bill Gates, Warren Buffett o Mark Zuckerberg. Sin embargo, Bezos finalmente comenzó con el arduo trabajo de limpiar esa imagen de tacaño. Bezos también ocupó parte de su tiempo al que parece ser el hobby de los millonarios más excéntricos: la carrera espacial. Pero a diferencia de Elon Musk, que tiene una compulsión por dar de qué hablar, Bezos trabajó en su empresa Blue Origin de manera más discreta y dijo estar trabajando para reducir el costo de los viajes espaciales.

No todo fue miel sobre hojuelas

En junio, un informe de China Labor Watch aseguró que una planta de dispositivos Amazon manejada por Foxconn incumplía la legislación de trabajo de ese país, según reportes. Y justo después de la ola de ventas de Black Friday, la minorista sufrió de las protestas de sus empleados en Europa contra lo que llaman la cultura laboral peligrosa y de alta presión de Amazon y “sus agresivas acciones antisindicales”.

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