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I think in many respects these two examples capture why I'm so conflicted about the company. Amazon is a portfolio of lots of companies that have interconnected dependencies and technologies. It's almost like a self-contained incubator where they find stuff that works it generates cash, invest that cash in building up other stuff and seeing if it works. Being a marketplace is a very lucrative place to be right? But also losing fluidity and flexibility and leverage you get from more of a pure marketplace.
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