It might not be the end of the world because Amazon shipments have to be quite low margin, but yes I'm sure they are worried. What's probably more concerning is

It might not be the end of the world because Amazon shipments have to be quite low margin, but yes I'm sure they are worried. What's probably more concerning is the fact that Amazon has a history of letting other people use their stack (AWS, Marketplace, etc) which could definitely do some damage to UPS/FedEx.