I don't think its the economy being that much better; rather, we're seeing the fruits of mass adoption of e-commerce for everything. Especially in the HN crowd

I don't think its the economy being that much better; rather, we're seeing the fruits of mass adoption of e-commerce for everything. Especially in the HN crowd, its easy to forget that e-commerce is still <9% of global retail. And while that number won't go to 100%, its expected to double in the next four years. So given that number alone, we should expect a ~20% YoY increase in revenue from Amazon. 34% is still excellent, but makes a little bit more sense when you frame it in terms of overall sector growth.