Amazon
Narratives
Likewise you are only touching on one part of 
Amazon
-> its marketplace.

There's a large portion of Amazon that you link into unknowingly. 
AWS
 being one of them since Amazon Web Services powers a large majority of modern internet applications.
Abraham Kim
Shopify. Stripe. Fast. - I'm still thinking about this
 having a seat on Stripe's cap table is a privilege reserved for those who are called privileged by those who are privileged. 

Dope line right there.

I think all of this makes sense to me. Both of them think they can take a good stab at that functionality... why not go for it? In the end they know that they're aligned whoever wins. 

Good job with connecting 
Stripe
and 
Shopify
in this 
skin in the game
manner. To me I think of Stripe and Shopify as fighting to arm the rebels -- 
Star Wars
reference -- against the empire -- aka likes of 
Amazon
  / 
Walmart
 and whatever other juggernauts await us.
Abraham Kim