No. The situation Apple and TiVo are in (although both have engaged in what can only be termed asshattery which would make one thing otherwise) are hardware sales. While Apple does make a chunk off content, the amount it makes is thin-margin and static compared its hardware sales.
On the other hand, Amazon make the vast, vast majority of their revenue from the sale of IP - both software and content (hard and soft). Any hardware they produce which is not integrated into their majority platform is going to be standing alone on the margins it makes, and they cannot compensate with volume and expertise like hardware-centric companies.
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