You make a good point about clarity in writing, but don't forget you may not have been the intended audience. People don't write these posts always expecting them to go to #2 on HN.

I've done work in ebooks and it was easy for me to infer #1 from what he said, and hastily conclude that BN is dropping its one real competitive advantage over AMZN. If they stick to this, they're giving up aiming for #1, and accepting a perpetual "minor player" spot.