Interestingly I've found Amazon shipping has gone to the dump too, which was one of the final things they had going for them. At first it was completely understandable with the pandemic, but they seem to have taken that as an excuse to just give up on the Prime shipping promise period indefinitely. I was starting to order everything sensitive, from electronics to health, elsewhere anyway over counterfeit and fraud worries. But now I find other places ship massively faster than Amazon, "Prime" shipping on Amazon routinely takes a week or even weeks, plural, even when it says "in stock". Other places ship right away and have it my rural area in days.

So for me at least Amazon has finally exited default territory, because it doesn't even have the "well it's more risky, but it's fast and reliable" rush argument anymore. Of course I don't expect the general population to move instantly, and it's not like I've dumped them entirely either. There are even some manufacturers I like who use them for fulfillment pretty exclusively (at least for small orders). But I do wonder in cases like this whether we'll see a non-linear curve: everything seems to be going swell for a business, right until some tipping point is reached and suddenly things go backwards fairly quickly. And that can be hard to recover from. Of course Amazon does have some moats overall, I don't expect them as a going concern to have any real trouble particularly on the service side, AWS and all that. But the moats actually seem weakest for Amazon-as-a-B2C-market, there isn't really anything inherently sticky there beyond habit.