Oren Zislansky

But they're operating their own aircraft, they're operating their own trucks, their own warehouses.

I mean, at some point, it's interesting, Amazon tech company, tech company, they absolutely are a tech company.

The data insights they have, I mean, they know what you and I are getting three days from now.

I mean, they do.

It's the world's largest machine learning environment, as best I could tell.

That being said, they're a logistics company, and they're going to be one of the largest logistics companies, if not the largest in the world, no matter what.

How do I think about that?

I want to stay tech as long as we can.

I don't see a world in which we start operating warehouses and terminals.

That would be antithetical to our very model.

We are the contactless.

Yeah, we don't want to touch the stuff.

I could imagine a future state, whether it's a partner like a Volvo or in some other way, shape or form.

where with autonomous driving vehicles we want to be pretty closely snugged in we love um av autonomous vehicles like we oh my is this an enabler for us in a very big way that being said um with all due respect to our capital partner and all those fine folks out there working on it

It's not going to happen in this decade in a meaningful way.

We'll see the middle mile, which is like running down the freeway.

We'll see robots.

That being said, there'll be humans who are being paid to still be on board those trucks for many, many years.

But to get to a future state where what we call the first mile and last mile, that's backing out of a dock.

not picture your neighborhood or commercial district and ultimately getting onto the freeway.