Amazon is really good at being the ‘signal gateway’ in between inputs and outputs. Whether it is ecommerce or AWS. They take care of everything in the middle that many people don’t think about.

Investing heavily in logistics connected to transactions is what made Amazon excel over Walmart, Target, UPS, Fedex, etc. How many companies setting out in online commerce have the amount of backbone infrastructure as Amazon?

The closest I can think of is Taobao/Alibaba.