This is an interesting question.<p>The e-commerce business seems to provide a near limitless opportunity for fixed investment towards getting your items to you faster. At what point will Amazon no longer have opportunities to invest in better logistics? 1 hour delivery for everything? There are hundreds of billions of dollars worth of investable opportunities there.<p>On the AWS side, I struggle to see a comparison. Yes, they need to build more infrastructure to scale the service, but there seems to be a saturation point. Where is the equivalent &quot;last mile&quot;?