A well thought out post. The one flaw in your logic is that Amazon so desperately need last mile delivery that they are financing start ups not only with cash, but by providing all the vans, equipment, financing to pay for personnel and benefits, etc. Sure, there’s no reason for Amazon to buy out a start up they essentially created, but Amzn will also NOT raise prices high enough to squeeze these vendors so tight they just say @hell with it@ and go out of business because they’re not profitable. Amzn not only wants them to succeed and keep delivering, they are also encouraging these delivery start ups to find Other customers besides Amzn themselves. For $100 to get a million shares, ($200 st today’s close) it’s insane NOT to lay down what essentially amounts to “chump change” and see how it plays out. Sprv! Load and keep loading!