I agree with you; however I believe the value of Alexa's value will be that it learns about you over time, making Amazon's services more "sticky" to the end-user, and making Amazon a more valuable marketplace to suppliers.
For instance, in the UK, Amazon has very recently partnered with an actual supermarket to sell some groceries[1]. If agents really catch on, what would a business pay to be the default milk provider when someone or their fridge says "I need more milk"?
For instance, in the UK, Amazon has very recently partnered with an actual supermarket to sell some groceries[1]. If agents really catch on, what would a business pay to be the default milk provider when someone or their fridge says "I need more milk"?
[1] http://www.bbc.co.uk/news/business-35684829