I think the best take on this whole thing by far is from Ben Thompson: https://stratechery.com/2017/amazons-new-customer/ https://stratechery.com/2017/amazons-

I think the best take on this whole thing by far is from Ben Thompson: https://stratechery.com/2017/amazons-new-customer/ https://stratechery.com/2017/amazons-new-customer/ (Incidentally, his podcast is fantastic)