Ryan Petersen
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brushed up against that somehow in their normal media consumption to then ask their teams, the odds of that would have been zero as well.
But I bet you everybody knows about the blurring out of the stupid pictures on the lawn and the MS-13 knuckle tattoos.
But I bet you everybody knows about the blurring out of the stupid pictures on the lawn and the MS-13 knuckle tattoos.
This happens in other countries too. What is this? What is Timu? Is this like a dollar store?
This happens in other countries too. What is this? What is Timu? Is this like a dollar store?
There's communication. Here's the narrow question. I got a bunch of emails from people. And a bunch of them were Amazon sellers. And I don't know, Nick, if you can find it, but I posted their comments and I re-shared them just to kind of highlight the issues that they were going through.
There's communication. Here's the narrow question. I got a bunch of emails from people. And a bunch of them were Amazon sellers. And I don't know, Nick, if you can find it, but I posted their comments and I re-shared them just to kind of highlight the issues that they were going through.
And at the core of it was a feeling by them that Amazon had abandoned them as American purveyors and sellers of goods. And that Amazon, on the margins, had a tendency to help competitors from abroad come stand themselves up and compete and essentially cannibalize on price and margin.
And at the core of it was a feeling by them that Amazon had abandoned them as American purveyors and sellers of goods. And that Amazon, on the margins, had a tendency to help competitors from abroad come stand themselves up and compete and essentially cannibalize on price and margin.
Can we just take a step back and also acknowledge that we are talking about a level of detailed issues that we would never have talked about six months ago, that there was no interest in even bringing this up.
Can we just take a step back and also acknowledge that we are talking about a level of detailed issues that we would never have talked about six months ago, that there was no interest in even bringing this up.
Like if Ryan wanted to bring up the sort of hollowing out of American salesmanship, let's say, if you will, because of like this arbitrage that Amazon does for GMV, that would have been a snooze fest. Except today, it can actually get a lot of awareness.
Like if Ryan wanted to bring up the sort of hollowing out of American salesmanship, let's say, if you will, because of like this arbitrage that Amazon does for GMV, that would have been a snooze fest. Except today, it can actually get a lot of awareness.
And Aaron mentioned this, and I've mentioned this before, but like, I think that there are four things that really matter, batteries, AI, pharma APIs, and rare earths. That now is on the agenda. I think the positive way to look at this is the American economy is too complicated.
And Aaron mentioned this, and I've mentioned this before, but like, I think that there are four things that really matter, batteries, AI, pharma APIs, and rare earths. That now is on the agenda. I think the positive way to look at this is the American economy is too complicated.
If you had waited, Aaron, for a study, for all of the implications, we would have been waiting forever and nothing would have happened. And I think that we've made macro level moves, you're right. And now we are finding what the implications are in course correcting in real time.
If you had waited, Aaron, for a study, for all of the implications, we would have been waiting forever and nothing would have happened. And I think that we've made macro level moves, you're right. And now we are finding what the implications are in course correcting in real time.
And I hope what happens though, is when we find these big thorny issues, I think the Amazon thing is a pretty interesting issue actually about like American competitiveness. Now the question is, do we follow through and get to the root cause of it and fix it?
And I hope what happens though, is when we find these big thorny issues, I think the Amazon thing is a pretty interesting issue actually about like American competitiveness. Now the question is, do we follow through and get to the root cause of it and fix it?
Wait, wait, wait. I just want to make one point. It's more than that. Okay, final point and then I'll finish. This is the national security of the United States that's at stake. Let's go take your favorite pet issue. China invades Taiwan. And we have to take a side, Jason. Hold on. Let me just finish. And the Chinese say, here are the implications of supporting Taiwan on this.