Platform traffic and discoverability. ECom volume lives or dies by traffic and Amazon has the bulk of it in Western markets. This is only going up as people tak

Platform traffic and discoverability. ECom volume lives or dies by traffic and Amazon has the bulk of it in Western markets. This is only going up as people take their product search directly to eCom vs. generic search (this BTW is also why Baidu began losing market power vs. Ali in China and Ali has also been a lot more innovative than Amazon in terms of attracting content creators on site)