Nick Martell

Transportation, that's the number two spending category of Americans right after housing.

So if Amazon can get just 1% of this enormous $1.4 trillion a year new car industry, that's $10 billion of pure profit.

Oh, now the only question is, does the car come in a big cardboard box, which is then within another big cardboard box?

It is the side hustle, the unpaid side hustle of every American, breaking down Amazon boxes.

I don't need a box cutter, honey.

I need a chainsaw for this thing.

No, you need gloves too, so you don't get paper cuts.

You're going to sell the stock now, Jack?

What's going on?

So what's the takeaway for our buddies over at Amazon Car?

Amazon doesn't sell things to people.

They sell access to people, like a club promoter.

You see, Yetis, Jack and I always thought Facebook and Google were the ultimate advertising platforms.

Knowing who you are and what you're searching for, that is marketing gold.

But now we think that Amazon, well, they know what you buy.

And that's the superpower of Amazon's ad sales.

Which, with $21 billion of revenue last quarter, Amazon's ad sales is now bigger than all of Tesla, all of Disney, and all of PepsiCo.

Sit down, stand up, and holy Ferrari besties, now that Amazon is selling cars, it knows what car you buy.

Amazon knows that you searched for Silverado, financed it through Amazon, and bought it on Amazon.

That is targeting data that Google and Meta cannot match, which is why the end goal for Amazon Autos, it's the same goal as the rest of Amazon Online.