I'm not saying they wont try. If you see just the sheer number of Amazon that we handle at CACH and the complete infrastructure to handle just their packages you'd realize what is invested just to get those items through 1 building. That's before they're distributed throughout the building and sent on their way to the delivery points and then out for delivery. We have had that system evolving for 100+ years. While Amazon is big for us we couldn't live on just Amazon. Just as Amazon couldn't build our system fast enough to support themselves before the weight of having to keep their customers happy crushes them. Plus, it may seem that Amazon is a big percentage in the dense urban areas, they'll find as we and the other shippers have that the farther out you go the less profitable the system is.
What I see Amazon doing next peak is putting more volume in with regional carriers. They already have a good density of warehouses accross the country that can get most items delivered via ground in 1-2 days. There are enought regional carriers out there that specialize in local ground delivery. Amazon will peel off volume that would normally go through UPS and Fedex and give it to the regional carriers. May be relatively small volume in the grand schem of things, but it will be volume that supplied work and jobs and UPS and Fedex.
As Amazon builds out their grocery delivery service (delivered by Amazon branded trucks), they can easily peel off packages to be delivered at the same time. Amazon will alos install more of their lockers that either their vehicles or a regional can deliver to so that customers can pick up shipments on their own schedule.
I simply see Amazon trying to move away from UPS and Fedex by building out their national warehouse model. There is less and less need to ship cross-country (where UPS and Fedex shine) and more need for local and 1-2 day ground moves (the strengths of the regional carriers).
