Essentially, Jeff Bezos is saying that Amazon wishes to maintain much of the status quo in terms of their relationship with the main carrier/integrators - but that at the same time that they wish to control some transport capacity during peak periods. There is so much going on here - on one hand he is saying to investors that Amazon is keeping its head and isn't venturing into territory that will disrupt its profit-making business model, for now. On another hand, he is saying that he sees a friendly-ish balance in the relationship with the likes of FedEx, UPS, DHL and others. He needs them (for now) and he wants to hold more cards in the pricing/leverage balance. All I would note is that he who owns the demand has all of the power - and would offer that Amazon would have little reason to not wade deeper and deeper into the swimming pool that is transportation and logistics. The ecommerce model will increasingly have end-customers demand faster deliveries and in the end, the likes of Amazon and Alibaba are more logistics companies than anything else.