David Rosenthal: prediction

Transcript context

…You mean it wasn’t the Mac? Yeah. I think there’s a good chance that whatever that is comes from Amazon itself, you know. They’re making big investments into drones with Prime Air, like that could be hugely disruptive because that change the economics of delivery and fulfillment. It could be voice that they’re doing with Alexa because that changes the customer experience of how you order. It could be 3D printing with like products that you’re buying don’t get made at a factory anymore. Maybe they get made at your house but maybe they get made locally and then just last mile delivery to you. Amazon’s investing in that too. Like it’s hard to see what the – maybe virtual reality, like I don’t know. Yeah, it’s interesting. The other lens to look at that through is maybe – We’re just mixing tech themes, all three here in this episode. But one of the things that is talked about with why Apple nailed mobile is because Apple skipped a generation and lost the previous war. So it's like who’s sitting out this one and will be like way behind and gasping their last breath to come up with something truly innovative that unseats Amazon.…

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