Brad Stone: belief

Transcript context

…The conclusion I kind of came to was like, there's a problem there in the Marketplace. I do think Amazon will probably fix it enough in their Amazon way. I'm not too worried about Amazon, but it did make me think (a) not that I'm a shareholder or anything, but less bullish on the Thrasio-type model and aggregating sellers like you were a commodity before and now you're a super commodity. Whatever your cash flow dynamics are today, is not going to be what they are tomorrow. (2) Also more bullish on Shopify and arming the rebels thesis too existing alongside Amazon. I agree with that. Amazon is doing so much now in serving so many constituencies that the brand holder who wants no part of this frontier chaos, wants to sell directly, and have a relationship with their customers. Shopify is serving that need, and Amazon kind of can't do it all. For anyone listening to the show right now, we're live on the line with a bunch of our LPs. We want to get to some questions that they have. We have to touch on, as David has it in quotes here, “the Bezos lapse of judgment” in the 2018–2019 timeframe. There's so much stuff that you said in the book that I don't think that we need to rehash, but I did have one question for you. Of all the things that you found about the helicopter flying, the helipads part of HQ2, and the insane leak from Lauren Sanchez’s brother that was happening simultaneously with the hack from NBS and the Saudi Arabian involvement. You can't make this stuff up. Was there anything that was original insights that you had found where you're like, oh my gosh, this hadn't been uncovered before?…

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