Not really. Do you have any idea the margins they have, and how much of those cover what will end up being unnecessary overhead in about two years?
Do you think companies trying to appease quarterly focused investors are going to make wise long term competitive decisions?
Do you think companies focused on maximizing net revenue for executives and shareholders are going to be more competitive to shoppers than ones that pass on savings? Do you think they'll be more attractive to suppliers than ones that pass on revenue?
Thin intermediaries are going to be much more competitive as transactional costs decrease. The reasons why the other has historically been more advantageous is predicated on factors that are quickly changing.
I often see lay people online offer up an almost learned helplessness worship of corporations and executives as if some powerful and majestic creatures like they are dragons from fantasy. And having consulted for many of them, there's way more ineptitude than you'd realize, it's just insulated within high transactional costs in operations and marketing (and why I'm recommending the essay from nearly a century ago which effectively won its author the Nobel in economics outlining the direct relationship between those costs and the need for large corporations).
