That's interesting. The thing that stuck with me from that talk was when he was asked about Google App Engine. His answer was that Amazon has had a policy for years of not talking about competitors, not because they want to be evasive but because they don't want to take their focus off customers. Attention paid to what competitors are doing is attention not paid to what customers need next. I was deeply impressed by that.
There are many parallels between Bezos and Jobs. Like you mentioned, Bezos is great at both macro- and micro-perspectives of his business.
Amazon didn't win because they were one of the first out of the gate, it's because Bezos has been obsessive (like Jobs) about the quality of his product.
It was interesting to see, and it struck me as one of the things about Bezos that can explain how he has been so successful with a "bookstore on the web" when so many other "X on the web" concepts failed. You can't control every customer interaction in a company that size, but in that moment he established a precedent for that particular group of employees (probably folks who don't deal with customers a lot, since they were tech folks from AWS).
What I'm saying is that Bezos has certainly drunk some kind of obsessively customer-focused Kool-Aid, and I think I would take any opportunity I could to learn from him.