Brad Stone: evaluation

Transcript context

…Side note, it was like an eight-person book club and Wilke came to it—very different conversation. Okay, that's going to challenge me. What is the thing that is missing? Hard to imagine what the missing pieces are in the Amazon quilt of businesses because they are sort of doing everything right now. I'm inclined to say the physical grocery opportunity was one that I think they were just laid on. They bought Whole Foods and then they've been waiting to perfect this Go store technology. I think they're viewing technology as a differentiator that cameras on the ceilings and the weights in the shells. The idea that you can bypass the cashier is their big selling point for these stores. I don't know. Personally, I don't think that's a really big impediment. Waiting in line for a couple of minutes and checking your phone before you leave, I mean, maybe I'm wrong about that. I just feel like perfecting that, which has been a super expensive 10-year plus process, has slowed them down when it comes to entering physical retail in a big way. Maybe without that obsessive focus on finding a way to enter the market with a distinctive technology solution, they could have moved faster on physical retail in the opportunity to supermarkets. Wasn't it $10 billion or something you said in the book?…

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