Travis Hoium

I can give you a trucking company that used to spend $500 million a year on tech related to warehouse tech.

What Amazon is doing is what everybody is doing.

It's just more, I guess, in the spotlight because they're buying companies.

It's just this long-term trend towards automation that's been going on since the 70s.

I doubt it ends with zero employees, but if nothing else, it is the path to greater efficiency and scaling the number of employees you have.

Not that this has much to do about nothing, because it does, over time, make these companies more profitable.

But I don't know if there's anything Amazon is attempting that a lot of other companies can't do through vendors like Honeywell or through their own internal efforts.

Yeah, I think that's probably true.

We are seeing this vision kind of come together with Amazon, especially with the Zoox vehicle, which I kind of left for dead for a long time.

But now that that's approved, you can modify those.

And there's obviously designing those in-house.

So you could modify that to look, you know, the crews did this a few years ago.

Instead of having people inside, you just have, you have a refrigerated area, maybe for groceries, you've got packages coming out.

Maybe it's just one of these robots that

parks on the corner in my block and a whole bunch of robots come out and deliver a handful of packages to different houses in the area.

The future is going to be wild.

I think that's what we can probably agree on at this point.

And there's going to be more robots than there are today.

Well, lots to think about for investors, but we do want to pour one out for Sora because that was one of those highly hyped products that kind of sad to see go away.

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