The Amazon Tax - Stratechery by Ben Thompson

An interesting Amazon strategy scenario

"What is worth considering, though, is the possibility that just as AWS’ effect on developers spread out into the broader startup ecosystem, it increasingly seems that AWS’ impact on Amazon itself goes far beyond its already substantial contribution to the bottom line. Amazon may have started as, to use Stone’s title, “The Everything Store,” but its future is to be a tax collector for a whole host of industries that benefit from the economies of scale, and AWS is the model."

The Amazon Tax - Stratechery by Ben Thompson