Earlier quoted context omitted.
Typically i’d agree, but aren’t they a customer if they are purchasing fulfillment services from Amazon (and paying platform fees)? I think the digital/sharing/on demand/fulfillment economy needs new definitions for these concepts.
Look at their budget. Most of their revenue comes from AWS. So their large AWS clients are their customers. The margins on the retailing e-commerce customers is slim and wasn't profitable on a cashflow basis until recent years. From a financial perspective, they're the people who are going to stock the items and take the risk for products where demand is uncertain. Once more data is collected about their sales, Amazo…
It's absurd to think $160 billion in GMV is not important to the bottom line.