I'm looking forward to the YC company that builds out Amazon's infra but doesn't sell any of it's own products. This is possible, I think because: 1) Someone

I'm looking forward to the YC company that builds out Amazon's infra but doesn't sell any of it's own products. This is possible, I think because: 1) Someone has done it, and there's a model to copy. 2) Investors know this - SoftBank etc. make bets at this scale 3) It actually won't take 'Amazon scale' to compete with Amazon. You don't need 500 fulfillment centres across the US. 4) UPS and FedEx are afraid and strategic partnerships there may help solve the last mile problem. Shopify is well positioned to do this, and possibly working on something like this, but it will be a test of them because it may not be in their cultural DNA. 'Physicality' is really a hard thing for software companies to deal with, even the best ones.