If one views Google's market as information-organization, then Google has never left its market niche. Amazon absolutely uses its "flywheels" to dominate other

If one views Google's market as information-organization, then Google has never left its market niche. Amazon absolutely uses its "flywheels" to dominate other markets. UPS and FedEx are presently facing a competitor with a trillion-dollar market cap, several cash-machine businesses, a decade-scale investing strategy, and a "your margin is my opportunity" focus. Through tenacity and bankroll, Amazon can enter and compete in new markets in ways few existing market participants can oppose. Indeed, I suspect that Amazon has begun to corner the market on long-term investors, too. Why risk investing in a smaller company that intends to duplicate Amazon's strategy when one could, instead, invest in the original zero-margin-so-we-can-take-over-the-world behemoth with a track-record of success?