The number Matt’s quoting doesn’t include AWS, AFAICT. It’s “North American segment” revenue in AMZN accounting. AWS is accounted separately as a global unit.

Though now that I write that, I wonder if Matt divided by the total number of North American households or the number of US ones.

EDIT: Amazon North American segment revenue divided by aggregate North American household count is roughly $2,300. But I’m guessing the real number is closer to Matt’s estimate as US households are wealthier and likely represent a disproportionate fraction of that revenue.