Downtown Josh Brown

So, I mean, I could be wrong.

Kroger is a publicly traded company.

If you wanted to equal weight companies that are involved in the supermarket business, you would get an equal amount of Kroger as you would Amazon.

Amazon literally could give groceries away for free so long as people are paying the prime fee.

Like it almost wouldn't even matter.

there's no world in which for any reason, that's just going to flip itself on the internet.

It's hard, but it's possible.

You could still come out of nowhere, but the likelihood of it seems less.

That may not be true.

A lot of this is anecdotal or a feel thing, but the likelihood just seems less that the businesses that we talk about every day are disruptable in any way.

The good news is they all compete with each other.

There was a time when...

I think Steve Jobs sat on Google's board.

Stuff like that.

They're all amazing competitors and they do compete.

They just don't compete with small companies.

They compete against each other.

Amazon Prime competes with Netflix every day.

And Apple TV.

YouTube is competing with... They're all competing for attention.