I’ve always thought of Amazon as a web site design company. Of course they have warehouses and deals with everybody, but all of that is just infrastructure behind the web site. The Amazon web site is, and always has been, the best commercial web site in the world. Nobody else is close, except maybe B & H Photo. Everything works. It is constantly improving. It is the point of the spear.
Jeff Bezos understood from the very beginning that it was all about the design and implementation of the web site. At first the only product was books, but the real product was how easy it was to find books, and find out about them, and see what others thought about the books, and to buy them. Amazon is a software company, specifically a user interface and database software company.