Tech Industry Dynamics and Market Trends

Addresses broader technology industry trends including SaaS market corrections, valuation shifts, efficiency movements, competitive dynamics among megacap tech companies, and sector-wide repricing.

Amazon’s Three-Layered Infrastructure: Marketplace, Prime, and AWS

A data-driven analysis of seller fee dynamics, Prime’s media pivot, and cloud cost friction shaping the next phase for the e-commerce giant.

By KAPUALabs

/ 9 Jun 2026

Amazon’s Three-Layered Infrastructure: Marketplace, Prime, and AWS

Amazon: Bull Case for Efficiency vs Bear Case for Seller Churn

Evaluating the investment thesis amid marketplace strain, AWS cost friction, and emerging competition from TikTok

By KAPUALabs

/ 9 Jun 2026