《Is This the Beginning of the End for Amazon?》
代理式商务绕过了目前为亚马逊零售业务贡献超过100%营业利润的广告驱动模式，从而威胁到亚马逊的电商地位。
Amazon在电商领域的主导地位正面临30年来最大的威胁。公司在电商领域取胜靠的是成为需求的聚合者。它并不是购物成本最低的地方，但它是所有顾客都会去的地方，因此供应商不得不跟进。
理解这一点的简单方式是：Amazon是我们一次又一次选择用来购物的那个应用。数亿顾客被他们的Prime账户锁定。
Amazon is facing the biggest threat in 30 years to the company's dominant position in e-commerce. Company won in e-commerce by being the aggregator of demand. It wasn't the lowest cost place to shop, but it was a place that all customers went and so suppliers had to follow.
The simple way to think about this is Amazon was the app we chose to shop on over and over again. Hundreds of millions of customers getting locked in by their Prime accounts.