Earlier quoted context omitted.
Companies that have the ability to price according to the strain on their system, like FedEx and UPS, are presumably far more robust in this scenario. Here's the rub: Amazon Prime is a contract for services at a certain annual price between the customer and Amazon. Amazon cannot easily just ask for more if their end of the deal ends up more costly to deliver than forecasted.
It's a tangent, but at the All Hands where Jeff introduced Prime, he made it very clear that it was actually a money loser for the company at that point. He did it anyhow because it satisfied both the customer obsession and the long term growth principles Amazon has followed from the start. Because of this, I very much doubt that Amazon will mind losing money on Prime member shipping during this pandemic. I wouldn't…
In today’s plight, it’s the sheer scale of money Amazon might lose fulfilling its backlog of orders, and potentially why its delaying shipping with the “essential items” reasoning, that’s of particular interest.