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Amazon has been steadily growing its logistics operation over the last decade, and it now delivers more than half of all Amazon packages in the US, according to an estimate from Morgan Stanley published on Thursday and reported by CNBC.

It’s a big investment, and it’s the right long-term decision for customers,” CEO Jeff Bezos said of one-day Prime shipping on an earnings call in October.

Amazon is delivering billions of packages a year and spending a fortune to do so. For Amazon, it’s not just about getting more packages to more customers at higher speeds.

Getting that package to someone’s home is primarily why Amazon has paid tens of billions to FedEx and UPS over the years.

It’s also why the company is now distancing itself from those types of contracts, not just with the package companies, but with companies that transport products by sea and air.