EP378 - The Amazon Briefing, Pt 2

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Welcome to the Jason and scot Show, your source for the latest news and trends

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in the e-commerce industry.

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Featuring host Jason Retail Geek Goldberg, Chief Commerce Strategy Officer of

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Publicis, and scot Wingo, co-founder and CEO of ReFiBuy.

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Here are Jason and scot.

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Hey everybody, it is scot from the Jason and scot Show.

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So we split this deep dive into Amazon Grocery into two parts.

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Hopefully, if you haven't heard part one, you may want to go back and check

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that out because this part is going to be part two and we pick up the conversation.

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This was recorded live in Seattle after a multi-day session with Amazon top

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executives talking about grocery, Amazon Prime, Alexa Plus, and their new drone

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program through Amazon Primeware.

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Continuing on from part one, here in part two, we're going to cover why is Prime

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Amazon's ultimate moat?

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Why are drones not only cool, but the real story is the AI behind the drone?

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Amazon versus ChatVT, which is the new commerce war. And who owns your live

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context wins the grocery shelf.

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Hope you enjoyed part two. We'll be back to you in our next episodes.

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We're going to be coming to you from the retail club show in Huntington Beach,

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September 22nd to 24th. We're going to be recording a lot of podcasts there.

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So there will be a little bit of a gap between now and then.

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But don't panic. more awesome Jason and scot content is coming your way.

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And we're going to be doing some live streaming.

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More on that at the Jason and scot website as we get that all planned out.

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Thanks for listening to this two-parter. Hope you enjoyed it.

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Great time to leave us a five-star review.

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Yeah, so in my mind, there's this graphic where you've got your three columns

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and that's selection, value, and speed of delivery. And that's like the core.

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And then the little icing on top of that cake, maybe we'll use a Jensen Wong.

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That's the three-layer cake.

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The layer on top of that cake, the icing, is the customer experience.

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So I got to have dinner next to the lady that does customer experience,

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and she was amazing. So they went through, when she came on the job.

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She went through thousands of customer anecdotes.

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And this reminded me of a a bezos quote where he said you know.

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He would famously people could email jeff right and they would they would you

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know and he got a lot of emails with them yeah yeah and jeff and him

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but there was an assistant and all but he would go through a lot of that he

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wouldn't answer all of them his assistants would but he would read most of them and what he found was,

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in something the scale of Amazon, most of these anecdotes are not anecdotal.

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So the conventional wisdom is if one customer has a weird situation,

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just ignore it. It's not a big deal.

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But what we find is when you're at the scale of hundreds of millions,

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hundreds of billions, and Lord knows how many transactions, someone,

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Jason has a bad experience in Chicago. Well, that could be 500 people or a thousand people.

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And a lot of people just don't complain.

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So in that spirit, she's gone through these very anecdotal things and looked

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at all of them, tried to categorize them and then started to beat them back.

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One of the biggest ones, and this came up with a lot of the folks we know,

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is there was this massive confusion of you had your Whole Foods over here,

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which is kind of like pretty easy to understand.

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It's like its own store, but frequently this would always get me,

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you'd be buying your like dog treats and you'd say, Oh, I want to get my cart

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size over 25 or whatever it is to get the, you know, not pay the 299 to get

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the free, the faster delivery.

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And then you throw, you know, something in there, like some granola,

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and suddenly it starts another cart.

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So now you've got three carts, you get your whole foods, your general merchandise,

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and then some grocery things and some others.

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So they've actually done a really good job of solving that two ways.

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They've, they've kind of put more selection across.

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And to your point, perishables is one of the things that would trigger that.

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But even non-perishable things for me would.

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And then they've created a new customer UI, a part of the customer experience,

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which is a very green, so it's color-coded Amazon version.

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And whenever you, it's very easy to find an app. The search experience highlights these things.

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Whenever you throw one of those things in, they kind of put you into that.

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You know, like, let's say I started with my granola first or a banana first,

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or even something cold chain.

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It's going to now put me into that, you know, that set of inventory,

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basically that's in that SSD facility or closer type thing.

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Yeah what do you any other customer experience things you want to yeah i do

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think customer experience is super important and remember the scope of customer

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experience is super broad here right like because customer experience is both,

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how the mobile app works right and i think most of the examples you were talking

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about are the the website and the mobile app super important the customer experience

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of how the delivery happens yeah the whole thing is super important and the

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packaging, and is your bread crushed?

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And so I absolutely think user experience.

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Can win or lose an individual shopping occasion for a consumer here.

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So I get your metaphor of it's on top of the cake, but I would argue it is.

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I just want to point out it's super important. I think the woman you had dinner

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with was Ling, right? Was that the Ling saying?

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And I think one of the interesting things is often you go, oh,

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we're going to either take this approach or this approach.

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And I think what Amazon has actually gone with is a choose your own adventure, right?

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So you can either say, hey, I want to shop in everything store with the complete

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assortment of all the perishables and the everything things all in one cart.

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And I just want to mash it all together, right? And there's reasons that's convenient and helpful.

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And it's an easier model to understand. It's an easier paradigm.

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The downside is when you type chicken in the search engine, you're going to

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get fried chicken and you're going to get chicken coops, right?

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And so if that's the best use case for you, Amazon lets you do that.

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But this new experience is if you know you're really just focused on food right

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now and just want to solve your food problem, you can drill down to a scoped

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shopping experience, a constrained shopping experience

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that's just focused on grocery, right?

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So the interface changes from orange to green.

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And now when you type chicken in the search engine, you're only going to see

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edible chicken options, right?

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And so there's a bunch of UX things that can be more tailored to you because

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they know you're grocery shopping. And so you may, you know,

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sometimes be shopping for apparel and just want to throw in one food item that

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you know you need. And you might use the everything UI.

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And other times you might be building a list for a dinner party and want to

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really be constrained to food.

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And you might use the grocery UI. And so it's kind of cool that they've tried

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to let you seamlessly go back and forth and have a shared cart between those two different UI's.

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Yeah i'm gonna keep going my metaphor in a bit even though you're not i mean

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add more deliciousness to the cake what are we doing before i go on anything

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you want to miss want to say about grocery,

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i think that again you we you touched on private label i think that's,

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super important i think economic circumstances right now and changing customer

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preferences are making it super important private label used to just mean cheaper

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versions of the same stuff you're used to buying and trading down,

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today all these grocers make their own versions of products and they all have

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a huge brand love and loyalty for their own unique versions and a lot of them

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are using data to fill holes in the selection yeah and again if i have way more

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customer intimacy than the traditional

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man national manufacturers did so they get to,

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like formulate these these products based on customer insight and data and so

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i think amazon whole foods are leaning in into that as much as everyone,

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and there's no stigma attached to it, right?

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Like there's, there are own brands now that are premium. They're not the opening

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price points always. Right. And so, so I think that's a.

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Another interesting part of the GLP one. And then again, the fact that such

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a large percentage of the population is experimenting with or on GLP ones.

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And it just causes a wholesale reconsideration. So whatever your old food choices

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might have been and your old providers might have been, you're going to reconsider them.

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So it's kind of like these retailers get a new bite at all the customers they

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couldn't win before. Great.

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They have to defend all their existing customers that everyone else is trying

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to poach. Not so great. It's another disruption. Yeah.

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This is a good time to, as we transition to another topic, to talk about the

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Doug Harrington podcast.

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Yeah. So Doug is on the S team at Walmart. He reports to Andy Jassy.

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He has an overall responsibility for the retail business. So the best,

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coolest, most important business at Amazon.

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I'm sure the AWS guys would agree. I may have some personal thoughts.

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So Doug has started a podcast. so far he's only interviewed other amazonians

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on his podcast which i think is the main intent it's called think and be curious

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is that right learn and be curious learn and be curious which is,

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amazon tenant tenant to always be curious and so he's interviewing these amazonians

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and talking about their backstory and what they've done and,

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i'd say they've all been interesting i'll give you these cool insights into

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into the amazon culture and.

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Matriculation so we highly I recommend that we'll put it in the show notes. Yeah.

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Check out that podcast, it's really well done. We zoom out a little bit.

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So grocery is a big wedge in the pie of Amazon. Now I'm moving from cakes to

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pies. This podcast is making me hungry.

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The circle that surrounds all that is Prime. Yeah.

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So this briefing was called Amazon Prime and Grocery. So we spent a lot,

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almost a whole day talking about Prime.

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So just to kind of tee that up, Prime is now 21 years old and it's live in 27

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countries. It can drink. Yep, it can drink. It can now have a beer.

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They've, you know, they're really driving a lot of, it's a membership type program.

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And they're, you know, they've always been the everything store and it's kind

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of like the everything membership.

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You can kind of sense that they're kind of, I think they've got so many Prime

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users now that there's kind of like a, at some point everyone on the planet

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is Prime. That's not where they are.

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But, you know, I think they're thinking a lot more. This is in the quarterly

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data they release about the frequency of use and the value people get from Prime.

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Another famous Bezos quotes is you should be it should add so much value.

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It'd be you'd be fiscally irresponsible not to take Prime. Like how do we make

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it that that much of a value?

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The you know, this this kind of cuts into the success of grocery,

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because if you're on Prime, the whole grocery experience just as you know amazingly elevated,

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there a lot of their health offerings which is like another wedge on this thing

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is you know also part of that,

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we're going to talk a minute about both Alexa plus the devices it's good we're

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in a room that doesn't have any of our usual devices yeah we can save this and

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create a spot don't listen to this on your speakers put on put on their pods

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from this point where because we're going to say that you were allowed,

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another Another handy thing is I always, you know, I prefer Rufus because Amazon

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for shopping is such a long phrase, but they call it AFS.

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So I'm going to start using that now. So that's actually a lot less words, especially typing was.

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So we did have a section on that. So the, you know.

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There is an analyst, he's a friend of the show, Doug Anmuth at JPMorgan.

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And he does this exercise where he picks apart Prime and he looks at every one

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of the little pieces offered in there.

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So, for example, a lot of people don't realize it, but with Prime,

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you get obviously the video and he comps that to like maybe a Netflix.

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Then you get DoorDash Plus, right? So that's a known value and so on.

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So he adds all this up and he basically says, look, Amazon Prime has a,

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it would cost you $1,430 to go buy this. And the current price is $139.

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Another thing, speaking of value, is Amazon launched at $99 a year and now it's

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$139. Now there's a monthly that's more, but if you get the annual,

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you get the, what's it, 10%? Yeah, exactly.

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It's $14.99 a month if you go monthly. Yeah.

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So that's pretty amazing too that they've held the line on that.

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It's not quite the Costco hot dog, but they're, they're, they're holding it.

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Yeah. I think they've only changed the price twice in the 21 years.

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Now, Doug, he has, I think he's every time he does this analysis,

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I think it's every six months he does it.

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He then says they should raise the price and he does like a big calculation

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of how much money would fall out of the sky if they did that.

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But I get the sense that, you know, they didn't announce anything to us.

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There aren't any open price increases or anything I'm aware of.

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Yeah. I think, I think they've made a lot of moves. the monthly was introduced,

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I believe, so they could go down market because I think if you look at the bucket

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of people that aren't in Prime, it is the lower income folks.

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So I think that's the opposite.

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I almost counter it would look the Lord if they could. I don't think they want

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Prime to be more profitable as a subscription.

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So I got, I've no inside information, but I don't think they want the success

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story to be, look at all this prime revenue we're generating. Right.

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Prime is very annoying to me because I feel like at this point,

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it's inarguably the most successful customer affinity program in the history of the world, right?

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Everyone thought they were crazy when they were doing it. They're like,

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you're going to be killed on shipping.

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People are going to eat so much shipping. You iterated all the benefits.

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You didn't even iterate the marquee benefit, free fashion thing.

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Yeah, free fashion. Which, by the way, the definition of fast,

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the price has only changed twice in 21 years.

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The definition of fast has changed a lot in 21 years.

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I mean, we've gone from two days being a service promise that no one in the

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industry can match to now they're at 30 minutes, right? So it's just crazy.

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Yeah, I think such a large swath of America is members. I think a lot of people

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with very constrained budgets are still prime members.

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I think what Amazon wants to do is make that program so important to your life

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that you just give them way more of your wallet share.

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I think that's how they measure the benefit of prime. I don't think they want

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to talk about the revenue from prime subscriptions, particularly being important.

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Like it's a data collection tool. Like all the prime shoppers are known.

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And so then they get to sell better, more targeted ads that are more effective

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and more appreciated by customers.

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And they get better data to help you with returning orders and top-up.

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There's so many synergies to you being in the prime ecosystem.

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I think what they want more than anyone is everyone to be in a prime ecosystem

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and everyone to use more of their benefits.

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Right? And so I bet you, I don't know, I'll bet you most of the executives there

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are a lot more focused on how do I jump them from benefit to benefit than how do I raise the price?

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I think they like that there's skin in the game. I think one of the strengths

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is that it's not a free membership. And like people, when they pay that money,

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they feel like I want to get maximum benefit out of that. So I want to use them for everything.

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And so I do think the one place where price gets tricky is new customer acquisition.

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That all the easy customers they've already signed up.

00:16:02.280 --> 00:16:07.120
And so now the customers that haven't signed up have some rational or irrational

00:16:07.120 --> 00:16:08.800
resistance to signing up.

00:16:09.160 --> 00:16:12.670
And I think they feel like there's so many benefits that if you signed up and

00:16:12.670 --> 00:16:16.710
tried it, you'd like it, right? So I suspect they'd like to figure out a lot

00:16:16.710 --> 00:16:19.810
of clever ways to make it really affordable in their tribe prime.

00:16:20.700 --> 00:16:25.510
If you're not, but I, I don't think like I all deference to the,

00:16:25.840 --> 00:16:30.720
the analysts. I don't think they want to make that the new popular revenue stream at Amazon.

00:16:31.090 --> 00:16:34.730
I think they have, they've put so much in there that the average consumer doesn't

00:16:34.730 --> 00:16:36.110
realize when all is available.

00:16:36.890 --> 00:16:41.090
This is a trick. It's funny. There's this economist in Chicago that,

00:16:41.570 --> 00:16:45.740
I love John West, and he did this study called the less is more where like,

00:16:45.740 --> 00:16:50.610
sometimes you can put so much in a bundle that people undervalued the bundle,

00:16:50.610 --> 00:16:52.950
that like when you add more to it, they make it less valuable.

00:16:53.470 --> 00:16:57.130
I don't know that that's necessarily the case with Prime at this point,

00:16:57.500 --> 00:17:03.550
but I would say it is crazy. Like if I sat down 21 years ago and said,

00:17:03.790 --> 00:17:04.970
Hey, here's what we're thinking.

00:17:05.500 --> 00:17:13.650
Free fast shipping and our own unique Lord of the Rings movie and a free telemedicine with a doctor.

00:17:15.160 --> 00:17:18.330
You would have said I was high and you, you'd have likely been right.

00:17:18.330 --> 00:17:23.150
Right. And yet they somehow have bundled all these things into an offering and

00:17:23.150 --> 00:17:26.109
made people love it with, so props to them.

00:17:26.369 --> 00:17:30.280
The reason I hate it is because I feel like it's, it's unquestionably their

00:17:30.280 --> 00:17:35.500
most intringent competitive advantage versus every other merchant in the world.

00:17:36.390 --> 00:17:41.630
Yeah. Yeah. So we, we had, you know, we, we had some sessions about prime video,

00:17:41.630 --> 00:17:45.190
which was interesting, not really kind of quarter audience. I asked some very

00:17:45.190 --> 00:17:50.349
important questions about some editorial decisions in a specific booth.

00:17:50.570 --> 00:17:53.240
Yeah. In Lord of the Rings. We've got a couple eye rolls on them.

00:17:53.240 --> 00:17:56.720
Yeah, I did not get satisfactory answers, if we're being honest.

00:17:58.970 --> 00:18:01.800
So one of the most exciting things is we got to go on a bus,

00:18:01.800 --> 00:18:06.250
and we'll put some pictures in the show notes here on social media.

00:18:06.550 --> 00:18:09.910
And we went to an Amazon Prime Air facility.

00:18:10.550 --> 00:18:15.980
If you're not familiar with the Amazon Prime Air, this was not airplanes. This was drones.

00:18:16.780 --> 00:18:26.119
Jason and I famously, NRF 2014, 2015, got a drone into the big show.

00:18:26.390 --> 00:18:29.050
We could not fly it, but we had a drone there.

00:18:29.369 --> 00:18:32.590
Oh, and then we had the guys that did that early, early delivery drone.

00:18:32.590 --> 00:18:35.790
They actually had a big one. We had our little ones, but he had a big one too.

00:18:35.980 --> 00:18:39.890
So we were showing people. We had our 3D thing. I think we had our AR VR,

00:18:40.580 --> 00:18:45.040
we had our drones, and then I think we talked about, I think you had an Alexa speaker too.

00:18:45.440 --> 00:18:48.609
So I think what you're gonna say is we were early drone-thin boys.

00:18:48.609 --> 00:18:52.580
We were always ahead of the curve. That's what you get here at the Jason The Sky Show.

00:18:53.140 --> 00:18:55.040
You get to look 10 years into the future.

00:18:55.869 --> 00:18:59.190
So this was really fast. So number one, they had a museum.

00:18:59.570 --> 00:19:02.510
That's where we were able to take pictures. But number two, we got to tour the

00:19:02.510 --> 00:19:05.369
manufacturing facility that we were not able to take pictures of.

00:19:06.090 --> 00:19:08.640
They're making the drums there. They invented their own drum.

00:19:08.640 --> 00:19:11.190
This is not an off-the-shelf thing or a commercial thing.

00:19:11.570 --> 00:19:16.570
Yeah. Yeah. And there's been four or five versions. Everyone remembers the 60

00:19:16.570 --> 00:19:20.470
Minutes big reveal where they, you know, the nice little poor Black Friday.

00:19:20.470 --> 00:19:23.420
I think coincidentally it was on April Fool's. Yes.

00:19:23.710 --> 00:19:27.000
Jeff shows up on 60 minutes and he's like, we're going to unveil our next.

00:19:27.050 --> 00:19:28.470
I actually remember it being Black Friday.

00:19:29.020 --> 00:19:32.320
No. I thought it was like the night before Black Friday. I'm pretty sure it

00:19:32.320 --> 00:19:36.280
was on April 1st. I usually have a better memory. And we're all curious what

00:19:36.280 --> 00:19:39.830
this big announcement is going to be and what new service or product they're offering.

00:19:40.210 --> 00:19:44.470
And he announced that we're going to start delivering products via drone,

00:19:44.910 --> 00:19:49.050
which at the time sounded utterly absurd. Yeah.

00:19:49.380 --> 00:19:51.780
And I remember there was like a big thing covered and he revealed it.

00:19:52.020 --> 00:19:55.109
And we all thought, we're like, what is it, a new Alexa? And it was like a drone

00:19:55.109 --> 00:19:56.609
and no one had guessed a drone. Yeah.

00:19:56.950 --> 00:20:00.590
So, yeah, not on anybody's bingo card. Super fanboy moment.

00:20:00.630 --> 00:20:07.950
When we go to the Prime Air factory in the museum, they have that V1 drone that

00:20:07.950 --> 00:20:10.190
Jeff unveiled. An OG. Yeah.

00:20:10.970 --> 00:20:14.760
Quite a bit smaller than the actual in-service drones. It was in glass.

00:20:14.760 --> 00:20:16.250
So Jason couldn't hug it. He tried.

00:20:16.460 --> 00:20:19.530
No touching the drone. Yeah. That one, he touched a lot of those.

00:20:19.530 --> 00:20:21.290
Until security. Yeah. It's a Q1.

00:20:21.900 --> 00:20:27.250
If you get a delivery by drone, there's a good chance I touch the drone that touched your skin.

00:20:29.270 --> 00:20:37.090
You're welcome. So today's drone is big. It's probably what? Like six feet circular?

00:20:37.670 --> 00:20:40.220
Yeah, about that five to six feet.

00:20:41.010 --> 00:20:43.859
And it has very big props. You do not want to get around this fucking...

00:20:43.859 --> 00:20:47.790
And six of them, not four. Yes, it's a...

00:20:51.390 --> 00:20:56.130
I defer to your geometry. It is big. It can carry.

00:20:56.340 --> 00:20:59.980
It drops the payload, which I thought was interesting. Some of them will land

00:20:59.980 --> 00:21:04.770
and spit it out. Some of them will drop it a safe distance and then others will do a tether.

00:21:05.119 --> 00:21:07.280
So they're currently in a drop kind of mode.

00:21:08.240 --> 00:21:11.830
And yeah, so that was really interesting. Let's see, I had some more stats.

00:21:12.480 --> 00:21:18.109
It was very timely because the day we were there, they actually announced a

00:21:18.109 --> 00:21:19.930
bunch of things. So let's talk a little bit about that.

00:21:20.940 --> 00:21:28.240
So on August 19th, which was today, they announced that they're expanding air

00:21:28.240 --> 00:21:31.960
from, let's see, it was in how many cities?

00:21:31.960 --> 00:21:34.060
We know it's going to 500 cities. How long ago it was in 11?

00:21:34.060 --> 00:21:37.030
11 cities. That's right. 11 cities and 10 metros.

00:21:37.410 --> 00:21:42.970
11 sites, 10 metros. Now it's going to 500 cities by the end of 2026.

00:21:43.490 --> 00:21:47.859
By my math, that's a 50X increase. That's a lot. Yeah, that is a lot.

00:21:48.880 --> 00:21:53.130
This is another area where they're in a bit of a race with Walmart.

00:21:53.130 --> 00:21:58.260
Yeah. So Walmart's are called wing does that's Google's. Yeah.

00:21:59.310 --> 00:22:03.440
Go to Amazon Air, Walmart. Walmart has a couple paths to drone.

00:22:03.440 --> 00:22:07.900
They have some partnerships for drones, and then they also have their own drone

00:22:07.900 --> 00:22:10.270
program. And it's pretty proudly deployed now as well.

00:22:10.500 --> 00:22:13.950
Yeah. And I think a lot of theirs, I've seen demos of theirs,

00:22:13.950 --> 00:22:15.060
and they're at a store, right?

00:22:15.530 --> 00:22:18.390
Most of the ones that I'm aware of, the paddocks they call them,

00:22:18.390 --> 00:22:22.570
are in the back of a store. So they take inventory from that store.

00:22:22.970 --> 00:22:28.140
I'm not completely privy to all of Walmart's drone plans, So it's totally possible they have,

00:22:28.630 --> 00:22:32.390
some kind of dedicated FC attached to one, but then they have essentially a

00:22:32.390 --> 00:22:38.770
drone airport operating behind this door and they go grab the Advil from the shelf,

00:22:39.330 --> 00:22:42.060
and launch it to your backyard. Yeah, that's pretty well.

00:22:42.369 --> 00:22:46.869
Today, there's 11 sites are, the 10 metros are Phoenix, Tampa,

00:22:47.210 --> 00:22:52.950
Kansas City, Omaha, Baton Rouge, Detroit, Houston, Dallas, San Antonio,

00:22:52.950 --> 00:22:56.530
and Waco. A lot of Texas because anything goes in Texas. Yeah.

00:22:56.920 --> 00:23:00.910
I think one of the many factors that influences where they do these drug things

00:23:00.910 --> 00:23:06.190
is where they can get regulatory approval and I'm assuming that nobody's easy,

00:23:06.190 --> 00:23:10.540
but I'm assuming Texas is somewhat more, more friendly than some other states.

00:23:10.540 --> 00:23:12.920
Some of the ones coming up. Are you sitting down Jason? I am.

00:23:12.920 --> 00:23:16.440
Syracuse, Cleveland, Boise, Atlanta.

00:23:17.150 --> 00:23:21.280
And Chicago, you could be receiving a drone package soon.

00:23:22.070 --> 00:23:25.250
I got to be honest. I'm trying not to get very excited about that because I

00:23:25.250 --> 00:23:28.280
would love to get some drone deliveries to my home.

00:23:28.520 --> 00:23:31.710
I have spoofed them. I have big videos of me getting drone deliveries.

00:23:32.420 --> 00:23:37.890
But I kind of suspect that they're going to be focused on more suburban parts

00:23:37.890 --> 00:23:43.250
of Chicago. You need a little bit of most of the way these drone services work

00:23:43.250 --> 00:23:46.900
is you designate a place where you want the drone to deliver your packages.

00:23:47.220 --> 00:23:49.730
And you need a certain amount of open space.

00:23:50.119 --> 00:23:55.460
And in downtown Chicago, where I live, you don't have a two acre lot there.

00:23:55.670 --> 00:24:00.030
Well, you don't need that much space, but you, I think it's likely too tight.

00:24:00.030 --> 00:24:03.020
I think that the main use case for these drones, they're quite fast.

00:24:03.020 --> 00:24:07.240
They're as fast or faster than cars. And they, you know, get to go direct and

00:24:07.240 --> 00:24:08.440
don't have to fly around traffic.

00:24:09.090 --> 00:24:16.030
So I think it's a fast, efficient way to get to a slightly less dense home.

00:24:16.590 --> 00:24:19.650
So I have a feeling the trucks are going to be more efficient in the super dense

00:24:19.650 --> 00:24:23.760
neighborhoods where I live. So I think you're going to likely get some drone delivery equipment.

00:24:24.410 --> 00:24:27.290
If they figure out how to navigate your various pools. Yes.

00:24:27.460 --> 00:24:32.470
Before I get thrown. Don't want it to go in the side pools and up from the lower. No, no.

00:24:32.810 --> 00:24:36.770
Or the plunge tub or the ice bath or whatever. Yeah.

00:24:37.220 --> 00:24:42.310
So some more facts about these. It's free if you spend over $50.

00:24:42.310 --> 00:24:47.359
It's usually on average 30 minutes, but it can't be as long as 60 minutes from when you check out.

00:24:47.830 --> 00:24:52.440
It has to be five pounds or under and fit in a shoebox type size.

00:24:52.580 --> 00:24:58.530
It is a very specific package that the Payload Bay is designed for that we get to see.

00:24:58.960 --> 00:25:02.830
This covers 60% of your most frequently purchased items, groceries,

00:25:02.830 --> 00:25:06.560
electronics, cosmetics, medications. In the little museum, they had a list of

00:25:06.960 --> 00:25:09.700
a table full of things people have ordered from Drone.

00:25:10.060 --> 00:25:11.849
My favorite was a giant bag of nerds.

00:25:12.290 --> 00:25:15.130
I thought that was like... That would be high on my list. Someone was having

00:25:15.130 --> 00:25:20.510
a nerd crisis and they got them. They airdropped in some nerds right there. Right, yeah.

00:25:20.740 --> 00:25:24.070
That kid might have flunked out of school if he had taken time off and gone

00:25:24.070 --> 00:25:27.390
to the store and bought the Nerds. But he may be in Harvard right now because

00:25:27.650 --> 00:25:32.010
he kept studying while the Nerds came to him. They're targeting a million deliveries

00:25:32.010 --> 00:25:33.970
for this year as part of the scale up.

00:25:34.500 --> 00:25:38.290
And this was interesting. So this is another one of these things that they've

00:25:38.290 --> 00:25:41.030
been chilling away at for a long time and are starting to scale.

00:25:41.380 --> 00:25:45.580
They started drones 13 years ago. So I guess it was 2013 was the 60 minutes.

00:25:46.450 --> 00:25:50.920
And you know now they are they seem to be getting pretty serious we were in

00:25:50.920 --> 00:25:54.160
the manufacturing facility and there were lots of drones being made it was not

00:25:54.160 --> 00:25:58.770
a i could tell that there was not a this was not a casual let's let's build

00:25:58.770 --> 00:26:01.000
one at a time kind of a situation yeah

00:26:01.390 --> 00:26:05.470
intellectually that was super cool like i think you and i just enjoy the idea

00:26:05.470 --> 00:26:09.620
of drones and i have to say i've had the privilege of being at a both a walmart

00:26:09.620 --> 00:26:11.380
and an amazon paddock when they were,

00:26:11.840 --> 00:26:14.340
functioning so we were at the place where they're making the drums.

00:26:14.470 --> 00:26:18.620
I've been to places where they're launching the drums. We get to see one kind

00:26:18.620 --> 00:26:21.650
of go through a test. Yeah. Which was neat. I think it.

00:26:22.760 --> 00:26:25.810
Struck me more than I expected, right? Because we always, we've been talking

00:26:25.810 --> 00:26:28.900
about this in the abstract and it was the silly idea that, oh yeah,

00:26:28.900 --> 00:26:32.490
it's going to fly a package over your house and drop it and ha ha ha.

00:26:32.950 --> 00:26:36.710
But when you actually see these things running at scale, which they are now,

00:26:37.050 --> 00:26:41.280
and delivering like meaningful amount of packages and people just using them

00:26:41.280 --> 00:26:42.630
as part of their everyday life,

00:26:42.770 --> 00:26:46.820
like it's like, oh my God, all this stuff we're talking about is real.

00:26:46.970 --> 00:26:49.220
Like it was weird.

00:26:49.540 --> 00:26:54.180
That being said, I don't think drone delivery is going to be a game changer for anyone.

00:26:54.180 --> 00:27:01.430
I think it adds to the scope of delivery options that Amazon has available.

00:27:01.430 --> 00:27:05.490
And now you put something in that cart and you go, what service level do you

00:27:05.490 --> 00:27:08.940
want? Do you want 30 minute now? Do you want one hour drone?

00:27:08.940 --> 00:27:11.140
Do you want one hour rush? Do you want three hour rush?

00:27:11.770 --> 00:27:15.150
All these choices are going to be the right choice for certain customers and

00:27:15.150 --> 00:27:18.280
certain use cases. And so I can see the value.

00:27:18.850 --> 00:27:26.500
I don't necessarily think drones are going to unlock like giant at scale sales

00:27:26.500 --> 00:27:32.940
opportunity that none of the other delivery mechanisms that Amazon has don't also attack.

00:27:32.940 --> 00:27:38.350
So to me, unlike some of these other things, which I do think Everyday Essentials

00:27:38.350 --> 00:27:43.610
and the Perishables is game changing and the lock-in of Prime is game changing, I don't think.

00:27:45.090 --> 00:27:51.810
The drones is cooler technology, but I suspect when we look back from our retirement,

00:27:52.790 --> 00:27:55.740
we're not going to talk about how that completely changed how everyone shopped.

00:27:56.010 --> 00:28:00.430
Yeah, so that was my favorite session. My second favorite. Any more on the drones? No.

00:28:01.230 --> 00:28:03.030
My second favorite section.

00:28:04.050 --> 00:28:07.990
You probably put grocery in aggregate as yours. Just because I like to eat?

00:28:08.150 --> 00:28:09.950
Yeah, yeah, absolutely.

00:28:10.270 --> 00:28:14.030
It did make us hungry, hearing all these delicious grocery tales.

00:28:14.920 --> 00:28:17.580
And I've got this strange craving for rotisserie chicken milk.

00:28:21.960 --> 00:28:27.540
My second favorite was, it was combined, it was Alexa Plus and AFS,

00:28:27.540 --> 00:28:29.100
which is previously known as Rufus.

00:28:29.480 --> 00:28:33.690
So, as listeners know, we've talked about this, but just to recap,

00:28:33.690 --> 00:28:39.980
in May, they took Rufus and Alexa Plus, which is the device operating system

00:28:39.980 --> 00:28:42.770
or system. They merged them into one.

00:28:43.120 --> 00:28:45.550
That's still kind of an ongoing thing, but they're getting there.

00:28:45.930 --> 00:28:50.540
And, you know, it was really interesting. So we got to, it was a joint session,

00:28:50.750 --> 00:28:54.620
which is probably, as your AI agenda conference for Maximalist,

00:28:54.620 --> 00:28:56.760
I wish we'd talk a lot more.

00:28:56.760 --> 00:29:00.330
But I had talked to Rajiv previously, so I've gotten a fair amount of that.

00:29:00.330 --> 00:29:02.960
But it would be good to talk more about that. But it was sprinkled in.

00:29:02.960 --> 00:29:05.860
Everyone talks about it because it, like, cuts across the customer experience.

00:29:06.390 --> 00:29:09.440
But this was mostly about the device kind of stuff.

00:29:10.090 --> 00:29:14.940
And we talked a lot about Alexa plus and we've previously in the Q2 results,

00:29:14.940 --> 00:29:20.940
we talked about how, what was it like 20% if you used Alexa plus you were 20%

00:29:20.940 --> 00:29:22.710
more likely to sign up for prime or something.

00:29:23.030 --> 00:29:26.040
I think there's a bigger number than that. Yeah, 25, 30, something like that.

00:29:26.940 --> 00:29:32.540
So that was interesting. They've had over 350 million consumers use Alexa for

00:29:32.540 --> 00:29:38.480
shopping in the AFS in the last 12 months. So that was a metric that's been up to 5x.

00:29:39.330 --> 00:29:43.890
So that's actually, you could argue big growth off a small number,

00:29:43.890 --> 00:29:45.660
but 350 million is not a small number.

00:29:46.770 --> 00:29:51.330
Oh, here it is. Alexa Plus users sign up for Prime at a 25% higher rate.

00:29:51.330 --> 00:29:52.600
That was the metric I could remember.

00:29:53.020 --> 00:29:58.770
There's 600 million active Alexa endpoints. That's the devices out there.

00:29:59.400 --> 00:30:03.860
I imagine not all of them are on prime. They probably got the cool speaker.

00:30:03.860 --> 00:30:08.000
So that's an opportunity as they get smarter, you can see people saying,

00:30:08.990 --> 00:30:13.880
oh wow, I really wish I had prime because I want to do the music piece or order

00:30:13.880 --> 00:30:16.330
from it. Or there's a lot of things kind of tied in there.

00:30:17.590 --> 00:30:22.270
Let's see what else was there. They've moved a lot of the integrations.

00:30:22.270 --> 00:30:24.950
It seemed like they were all bespoke. Like, you know, how you can have like,

00:30:25.980 --> 00:30:30.340
Spotify door. There's a lot of things that you can integrate onto your Alexa.

00:30:30.340 --> 00:30:34.520
It seemed like those were all kind of a hot mess before, like very individually

00:30:34.520 --> 00:30:36.240
done is private ways hit.

00:30:36.570 --> 00:30:40.080
It was a pretty long in the tooth platform. So some of those integrations are,

00:30:40.520 --> 00:30:44.700
yeah, sure. Like I see tech debt. Yeah. And for better and worse,

00:30:44.700 --> 00:30:48.780
I feel like they've tried not to break any of the old things that people already had. Yeah.

00:30:49.860 --> 00:30:54.250
So all that's based on MCP now, which is pretty cool. So that maybe someday

00:30:54.250 --> 00:30:57.110
you'll be able to kind of like make it easier to add your own skills to Alexa.

00:30:57.450 --> 00:31:00.470
I've never tried that. It seems like- Or at least you should be able to buy

00:31:00.470 --> 00:31:01.760
a kit with your own Alexa skills.

00:31:01.760 --> 00:31:04.780
Yeah. They talked a little bit about auto buy and some of the trends are seeing

00:31:04.780 --> 00:31:08.580
that that's where you can kind of tell Alexa, either the speaker or AFS,

00:31:08.580 --> 00:31:12.150
and you can say, Hey, if this Nintendo comes back in stock and the price is

00:31:12.150 --> 00:31:14.210
under that, I want you to go ahead and buy that for me.

00:31:14.670 --> 00:31:18.560
That's pretty cool. And then they talked about some of the new personalities

00:31:18.560 --> 00:31:22.120
are really engaging with people that you can put onto your Alexa plus device.

00:31:22.120 --> 00:31:26.550
Yeah. I actually use that because I have made my Alexa devices more curt.

00:31:26.930 --> 00:31:29.680
Do you go, so you're brief, you don't do laid back or sassy.

00:31:30.080 --> 00:31:35.340
I had you as a sassy guy. Yeah. I think sassy is fun once and this wasn't personality,

00:31:35.340 --> 00:31:38.060
but it used to be a lot of celebrity voices. So I had like Samuel L.

00:31:38.060 --> 00:31:39.700
Jackson cursing at me for a little while.

00:31:41.490 --> 00:31:45.760
Yeah, I just go for Kurt because it's, it's an important part of my home ecosystem.

00:31:45.760 --> 00:31:49.520
We use them for quite a bit of home automation and turning on and off lights.

00:31:50.090 --> 00:31:53.310
And yet you just want that to be as snappy and short as possible.

00:31:53.310 --> 00:31:55.910
You don't want it to cuss at you every single time. No, I don't want to have

00:31:55.910 --> 00:31:57.910
a long sentence. I just want the lights to turn on.

00:31:59.380 --> 00:32:02.480
What did you have a takeaway wise from the Alexa conversation?

00:32:02.480 --> 00:32:06.560
Yeah. There's a bunch of people working on it. It's a tricky conversation on

00:32:06.560 --> 00:32:12.300
Amazon because I feel like AFS is both a horizontal thing. It wasn't like,

00:32:12.300 --> 00:32:15.390
oh, the only time we talked about AFS is when the AFS guy was there.

00:32:15.800 --> 00:32:19.980
Like it came up in every other conversation, right? And so it very clearly,

00:32:20.650 --> 00:32:24.550
they're all thinking about how AFS makes their thing better,

00:32:25.090 --> 00:32:26.700
how it's going to make grocery better.

00:32:26.700 --> 00:32:31.870
The UX person talked a lot about AFS's role in grocery.

00:32:32.970 --> 00:32:35.130
Yeah, it's a benefit of Prime, right?

00:32:35.490 --> 00:32:38.820
You get this premium version of the experience of your Prime member.

00:32:39.530 --> 00:32:45.790
And it's this vertical thing, it's this new capability that unlocks things at Amazon.

00:32:45.790 --> 00:32:51.850
So it's kind of tricky to talk about as a thing in my, I do have a little bit

00:32:51.850 --> 00:32:57.080
of a love hate relationship with it at the moment, because I think it's gotten better.

00:32:57.080 --> 00:33:03.390
I think the vertical agent on the shopping pages is getting incrementally better,

00:33:03.870 --> 00:33:05.650
and adding more capabilities.

00:33:06.820 --> 00:33:13.300
I see what's possible and I'm eager for them to get to what's possible.

00:33:13.560 --> 00:33:19.650
And so I'm a little impatient with the progress versus what's possible.

00:33:19.930 --> 00:33:27.810
But my big takeaway for AFS is AFS this year is what talking about Everyday

00:33:27.810 --> 00:33:29.080
Essentials was last year.

00:33:29.410 --> 00:33:32.050
It was something they had done a bunch of foundational work on,

00:33:32.460 --> 00:33:36.300
but it hadn't really changed the world at Amazon yet. And Andy Jesse wasn't

00:33:36.300 --> 00:33:37.890
talking about it in the earnings calls.

00:33:38.140 --> 00:33:41.520
So fast forward a year, they delivered on all that hard work.

00:33:41.520 --> 00:33:45.100
And now it's a super important thing on the earnings calls.

00:33:45.490 --> 00:33:49.680
And it won't surprise me in the slightest if a year from now,

00:33:50.510 --> 00:33:55.590
Andy's talking about how AFS is the most important customer experience thing,

00:33:56.070 --> 00:34:00.230
they've added at Amazon and all these cool new proof points.

00:34:00.570 --> 00:34:06.740
Yeah. But it seems like the risk to Amazon is so, so, you know,

00:34:07.300 --> 00:34:10.469
we've spent several days, we kind of had our quarterly thing and then we've

00:34:10.469 --> 00:34:13.350
had several days steeped in it and then you come away and you're like,

00:34:13.489 --> 00:34:14.650
they're going to rule the world, right?

00:34:14.650 --> 00:34:18.830
But obviously they're not, they're the number two grocer, right? They're not number one.

00:34:19.110 --> 00:34:23.650
They've, yeah, they're constantly battling it out on all fronts.

00:34:24.840 --> 00:34:27.960
I think it's interesting from my attempt to commerce world, you know,

00:34:28.080 --> 00:34:33.040
I think, I think Gemini, Google has had their eye on what Amazon is doing for a while.

00:34:33.040 --> 00:34:36.140
And I'd worry a lot about Amazon if I was Google, because there's a whole thing

00:34:36.140 --> 00:34:39.050
about ads we haven't talked about that was not part of our program.

00:34:39.050 --> 00:34:43.670
But, you know, that, that is either TAM reduction for Google or,

00:34:43.840 --> 00:34:47.800
you know, pure taking of share from their, their, their ad business.

00:34:48.770 --> 00:34:52.250
And so, so I think they have kind of have this approach. This is me.

00:34:52.250 --> 00:34:55.890
This is not them saying this. This is just me speculating. And then I think

00:34:56.190 --> 00:34:59.610
Chet Petit has seen this opportunity to kind of come in out of,

00:34:59.610 --> 00:35:02.890
Sam Altman's actually said it pretty bluntly, that, you know,

00:35:02.890 --> 00:35:05.370
he's kind of like, he kind of joked and said, your margin's my opportunity.

00:35:05.370 --> 00:35:09.239
I'm kind of like back at, you know, two can play that game kind of thing.

00:35:09.410 --> 00:35:15.310
I think they see themselves, the AI folks see themselves being super horizontal.

00:35:15.310 --> 00:35:19.930
So if I can become, and I see this with my kids, especially my 19-year-old,

00:35:20.350 --> 00:35:24.270
she spends so much time talking to Chad, it gets the entry point at the shopping.

00:35:24.500 --> 00:35:26.480
Piece before Amazon does. Right.

00:35:27.110 --> 00:35:32.140
And that could almost like jump prime in a weird way, because it's like,

00:35:32.770 --> 00:35:37.530
well, I was just talking to chat to you about my, my skin thing that's going

00:35:37.530 --> 00:35:39.699
on. And it really recommended this.

00:35:40.400 --> 00:35:43.840
It's so convenient just to order it right that second and not even checking it was on.

00:35:44.620 --> 00:35:49.030
So I think by having these conversations about non shopping related things,

00:35:49.030 --> 00:35:53.380
non grocery related things, you know, even, even meals and recipes is getting

00:35:53.380 --> 00:35:56.180
in front of grocery, which I think is a little risk to Amazon,

00:35:56.820 --> 00:36:00.260
because if you, yeah, you, you, you can't really.

00:36:01.120 --> 00:36:04.120
I haven't tried in like the last 30 days, but last time I've tried Rufus is

00:36:04.120 --> 00:36:07.360
not really helping you with much on, on recipes. It's just kind of,

00:36:07.360 --> 00:36:10.060
it'll send you over to like some other site and then that's kind of it.

00:36:10.830 --> 00:36:13.989
Whereas the other guys are like doing really good jobs of building the whole

00:36:13.989 --> 00:36:17.630
cart for you and trying to get you like, again, so what do you,

00:36:17.630 --> 00:36:20.980
what do you think about that? Is there a real attack vector there?

00:36:21.880 --> 00:36:25.199
I do. I think there's, there's more spotless. You anticipate Amazon.

00:36:25.520 --> 00:36:28.440
They're, they're very smart. They must see it. If you and I see it, they see it.

00:36:28.820 --> 00:36:32.460
Are they going to do it too? and try to like go wide with AFS? Yeah. I,

00:36:34.550 --> 00:36:40.010
mean, so A, I don't know. I feel like this is so early.

00:36:40.340 --> 00:36:45.760
Like I don't even care who's winning right now, right? Because I feel like the

00:36:45.760 --> 00:36:50.350
race is going to change positions multiple times. It's not an indicator of future

00:36:50.350 --> 00:36:52.699
success. No, before it all settles down.

00:36:53.180 --> 00:36:58.080
I will just remind everyone, challengers come up and do disrupt like seemingly.

00:36:59.160 --> 00:37:04.070
Undisruptible incumbents all the time right and just in our commerce space i go

00:37:04.420 --> 00:37:08.739
instacart wasn't relevant they became pretty relevant in digital grocery

00:37:09.040 --> 00:37:15.199
timu wasn't relevant they became super relevant sheen you know has had way more

00:37:15.199 --> 00:37:21.120
apparel progress than anyone ever thought and tiktok shop is like arguably the most disruptive

00:37:21.500 --> 00:37:23.500
thing out there in our whole space.

00:37:23.500 --> 00:37:27.620
What not over here doing video collectibles just raised some of the money.

00:37:27.620 --> 00:37:30.340
Their GMOs off to the rest of TikTok shops.

00:37:30.840 --> 00:37:34.300
So often they're AMs, by the way. They don't, like Walmart and Amazon are still

00:37:34.300 --> 00:37:36.140
doing pretty good in spite of all those things.

00:37:36.500 --> 00:37:40.440
But nobody's entitled to their position forever, right?

00:37:40.440 --> 00:37:45.699
And so it won't, I am very convinced that all of this agentic is going to create

00:37:45.699 --> 00:37:51.210
some new Google-sized players in the space. Like, will Google be one of them?

00:37:51.210 --> 00:37:53.040
I think they have every opportunity.

00:37:53.660 --> 00:37:59.600
I don't know who wins or loses, but I do think there's going to be major reconsiderations.

00:37:59.600 --> 00:38:02.210
Right. And I, today, like a simple thing, but like.

00:38:03.020 --> 00:38:07.170
The company that has most of your purchase history has a huge advantage for

00:38:07.170 --> 00:38:08.630
personalization, right?

00:38:08.630 --> 00:38:13.239
And so, like, one of the advantages of Prime is you spend more of your wallet

00:38:13.239 --> 00:38:16.739
there because you want to get benefit out of Prime, and then they get more purchase

00:38:16.739 --> 00:38:20.180
history, and then they can do suggestive selling better than everyone else.

00:38:20.800 --> 00:38:26.310
I'm pretty convinced, in the long run, the company that has the most of my life

00:38:26.310 --> 00:38:30.719
context is going to be even more valuable than just my purchase history, right?

00:38:30.719 --> 00:38:35.140
So I want to buy some, I want to see some recipes and then buy the food for

00:38:35.140 --> 00:38:38.210
those recipes that meet my exact health goals.

00:38:38.680 --> 00:38:41.850
And I don't want to have to restate all my health goals. So if you already know

00:38:41.850 --> 00:38:46.750
my health goals and you can do all this other stuff well enough, you're going to win.

00:38:46.900 --> 00:38:52.390
And so we, we talk a lot about horizontal agents like Google and ChatGVT having

00:38:52.390 --> 00:38:57.670
a lot of broad context for users and that's going to be their competitive advantage.

00:38:58.190 --> 00:39:06.790
And the onsite retail owned agents that we call vertical agents, like AFS and Sparky.

00:39:07.890 --> 00:39:11.030
They're going to have different advantages. They know more of our commerce purchase.

00:39:11.030 --> 00:39:14.730
They know all, you know, and so it's really going to be which one can overcome

00:39:14.730 --> 00:39:17.320
their deficiencies the best.

00:39:17.320 --> 00:39:23.170
Right. And I do think one possible play if you're Amazon is I don't just want

00:39:23.170 --> 00:39:27.670
to be a vertical agent. I do want to be a horizontal agent. And how many devices

00:39:27.670 --> 00:39:30.650
did you say Amazon has out there? And by the way, 600 million.

00:39:30.989 --> 00:39:37.570
It could be more active because what if it's also all the fire TVs and all of the, what are they?

00:39:37.969 --> 00:39:44.280
But you could imagine them having a big surface for a horizontal agent and at

00:39:44.280 --> 00:39:45.920
the very least competing in

00:39:45.920 --> 00:39:52.300
that space. So it won't surprise me to see them run that kind of a play.

00:39:52.420 --> 00:39:57.040
Oh, and since we last recorded the quarterly results, information leaked from

00:39:57.040 --> 00:40:00.750
Bloomberg about this device that OpenAI has worked with. I was going to say,

00:40:00.750 --> 00:40:03.210
and we all thought it was going to be some kind of wearable,

00:40:03.210 --> 00:40:06.449
and it's now sounding more like... A donut. It's a donut.

00:40:06.870 --> 00:40:11.960
It's a home or substance but a donut that essentially is a direct competitor to an echo yeah

00:40:12.280 --> 00:40:15.500
and it's battery powered so it doesn't have to be plugged in

00:40:15.810 --> 00:40:18.860
and it has some kind of movement to it so a lot of people think it's going to

00:40:18.860 --> 00:40:23.360
have a little face or some kind of expressions yeah so it's going to be interesting

00:40:23.360 --> 00:40:26.320
to see when the device comes out what's happening there yeah

00:40:26.600 --> 00:40:30.180
and apple's taking it seriously because they're suing the dude that left and

00:40:30.180 --> 00:40:31.370
yeah this kind of stuff and there

00:40:31.370 --> 00:40:34.180
are lots of interesting things that are happening in the glasses but i

00:40:34.540 --> 00:40:38.020
i think there's like so much opportunity for innovation and stuff here.

00:40:38.020 --> 00:40:43.199
I'm excited to see where all this goes. I'm definitely not going to embarrass

00:40:43.199 --> 00:40:46.420
myself by picking any, any definitive winners and losers.

00:40:46.420 --> 00:40:50.360
Cause I think this is a, the very early innings of a race that a lot of people

00:40:50.360 --> 00:40:55.130
are going to invest a lot of resources and unimaginable resources in,

00:40:55.130 --> 00:40:59.050
in winning, but I think the consumer is going to win. I think like.

00:41:00.070 --> 00:41:05.290
That I'm going to be getting how much less friction there is in a lot of these

00:41:05.290 --> 00:41:10.300
commerce experiences down the road as a result of all these new technologies.

00:41:10.300 --> 00:41:16.770
There's lots of silly hoops. We have all mindlessly accepted jumping through,

00:41:17.230 --> 00:41:18.400
that are going to go away.

00:41:18.800 --> 00:41:20.900
Anything else before we call it a day?

00:41:21.460 --> 00:41:24.489
No, no. I think this might've been a record for our longest podcast.

00:41:24.550 --> 00:41:28.050
We're going to split this into two episodes. Tomorrow. Yep. And.

00:41:28.800 --> 00:41:32.270
We're actually going to be together again at Retail Club. So make sure you come

00:41:32.270 --> 00:41:36.850
to Retail Club. I believe you can now, bookings are open for our session.

00:41:37.010 --> 00:41:40.180
There's a very limited number of seats in our quote-unquote tent,

00:41:40.180 --> 00:41:41.330
which I think is actually a tent.

00:41:41.860 --> 00:41:45.500
So Jason and I are going to be talking about really whatever you want to talk

00:41:45.500 --> 00:41:48.380
about. Yeah, so bring your sleeping bags. Yeah, it's going to be,

00:41:48.680 --> 00:41:51.480
I think we signed up for a six-hour session. So that's going to be great.

00:41:51.480 --> 00:41:54.780
But we'll be doing lots of little sessions. We're going to do some live pods.

00:41:55.210 --> 00:41:59.510
If anyone out there is at a retailer and wants to come on the pod,

00:41:59.510 --> 00:42:02.780
reach out. We would love to either Jason and I through LinkedIn is probably

00:42:02.780 --> 00:42:06.590
the easiest or email contact. Or our fancy new podcast website.

00:42:06.730 --> 00:42:11.989
Yeah, yeah. Go to the Jason and scot show, jasonscott.com and you can submit

00:42:11.989 --> 00:42:14.570
to there and reach out through the form on that site.

00:42:14.960 --> 00:42:18.520
So we look forward to seeing everyone at Retail Club. Yeah, I'm going to throw

00:42:18.520 --> 00:42:20.140
one other plea in there though.

00:42:20.140 --> 00:42:24.070
If you're enjoying all this new content and maybe you're enjoying the new video

00:42:24.070 --> 00:42:27.810
format, that's a perfect reason to leave us this review.

00:42:27.810 --> 00:42:33.690
Because more than ever, I need reviews. I need the podcast to feel like a success.

00:42:33.690 --> 00:42:37.870
Because now that scot and I are traveling together a lot, I'm desperate to

00:42:37.870 --> 00:42:42.620
move beyond our room sharing policy. So I'm hoping if we get enough good reviews,

00:42:42.900 --> 00:42:47.380
we'll be able to start having our own rooms, which I have. Jason stores like a chainsaw.

00:42:48.640 --> 00:42:52.190
I wasn't going to go there. But trust me, it's in everyone's best interest that

00:42:52.190 --> 00:42:53.120
scot and I have in our rooms.

00:42:53.820 --> 00:42:59.390
So hopefully that's an impetus for leaving a review. And until next time, happy commercing.

00:42:59.880 --> 00:43:04.260
You've been listening to The Jason and scot Show. For all the latest news and

00:43:04.260 --> 00:43:11.300
trends on e-commerce and shopper marketing, subscribe to us on iTunes or visit jasonandscot.com.