I think you're getting downvoted because the "AWS has plenty of viable competitors" is not really material - it's just that Amazon gets anticompetitive advantages as a combined entity.
And that's really a shame, because you're also dead on about the logistics/product point. I almost mentioned that, but it's complicated by competition from Walmart, Target, et al. Upvoted you on that basis. That similar to my point of "ad distribution / ad sourcing" split on FB and Google.
