I disagree here. Amazon has clearly proven the market with their Amazon Prime membership; Amazon has massive mind share (I don't even know what Webvan is/was);

I disagree here. Amazon has clearly proven the market with their Amazon Prime membership; Amazon has massive mind share (I don't even know what Webvan is/was); Amazon will also only improve operating efficiency by building these warehouses with the automated inventory fulfillment system (which has the nice side-effect of making customers really happy) which over a long period of time will pay for itself (not discounting the happy customers buying more and more products through Amazon).