Vinny O Brien explains how Amazon controls which partners win in its ecosystem. Amazon won't allow third-party bots to compete freely because broad access costs too much in infrastructure and per-call charges. The company is a fast follower using AWS, advertising, and logistics as its flywheel.
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What Malte is essentially, what he described is we will pick who we will be making kings and queens in our ecosystem. It's not going to be a third-party bot. Just get that. You're not going to do that. Number 2, and I think this is one of the things that I've learned just by reading and listening to, you know, folks who know this, is that the infrastructure to handle all this costs a lot of money, Vinny. So if you want the access to the entire ecosystem, you're going to pay for this. One of the things that I continue to believe that people misunderstood is, and I've watched and followed Amazon for close on 20 years. Amazon is not a first mover. It's never been one. It's a fast follower. What does that mean? It means exactly what Malti said. It said, we are going to put a big door in front of our ecosystem and we are going to to tell you, you are going to pay a quarter, a 35 cents or 40 cents per call. It's your call to take it or leave it. It sucks for the sellers. It, but it also, once again, for me, what Marty communicated to me validates a thought that I've had for almost a year. And that thought is, is that the new flywheel that Amazon has runs on AWS. Advertising and logistics. Everything else is secondary. Who cares? If it works, it works. If it doesn't, it's not the end of the world.