retail

“And so they've always been very, they've always been actually been very asset light in almost all of this stuff. It's only, it's A, retail, and B, chips. Those are the places that they push deep into assets. Because that was where you could deliver something f…”

“Retail, rent, advertising, marketing, same day returns, free shipping, free returns. These in the past were all separate budgets. Now they're all kind of the same thing.”

“That retail that that retail tv and so on advertising and now being completely overturned by stuff that people in tech were obsessed by 15 years ago”

“Like, there is clearly going to be a wave of new company creation, right? Outside of software. So whether that's apparel, or retailing, or restaurants, all sorts of things, like the whole basis of how you buy stuff online changes.”