Right, but if as an independent logistics company you cannot beat Amazon for a contract with a company which has basically defined itself in opposition to Amazon, is there even a reason to exist as a company?

But is it worth it to them? Its interesting to think if or if not the margin might be so low on that part of the business that it’s worth doing in house (because failure would cost them more) but not worth doing for the competition.

Clearly the opposite was the case with AWS, but was that clear at the time? I can’t remember, if I even knew at the time.