Jun. 10 at 11:18 AM
$AMZN Amazon is taking the logistics infrastructure it built for itself and renting it out to everyone else.
LTL freight is a massive industry, measured in tens of billions of dollars annually.
Amazon has:
* 80,000+ trailers,
* 24,000 intermodal containers,
* enormous warehouse density,
* world-class software,
* existing freight volumes.