Traditional business value comes from some innovation, and a lot of execution/logistics delivering the innovation. Logistics for product companies being manufac

Traditional business value comes from some innovation, and a lot of execution/logistics delivering the innovation. Logistics for product companies being manufacturing, and sales/delivery. But now most small product companies have outsourced production on the "input" side, and outsourced logistics on the "output" side. Which leaves harsher more direct competition for their innovation core, since that is a fraction of the original business and more easily copied. High componentization of any economy ratches up competitive pressure exponentially, whether it was Amazon, or a collection of service companies offloading the downstream logistics. But since Amazon is protecting itself by doing the opposite, by de-componentizing, i.e. preferencing and tying different sales and delivery logistics services to each other, that centralized leverage is going to squeeze small product companies even more. Especially those that don't have a unique manufacturing process, unique branding, or some other differentiating moat.