Yeah, I think, I mean it's a likely scenario in which these guys are buying amazon businesses and optimizing them right, and making them more efficient. So essentially what you're going to have is the most efficient amazon sellers the world has ever seen, which is fantastic and amazing user case, you know, the ones happening in the UK America europe and Australia right now. Um but what that does mean is that if they decide to start selling their own brand, which I'm, you know, I'm sure they're going to at some point they can use those optimized dollars and raised cash to then fund those brands and you know, run advertising, you know, prices and CPM stupidly high because they can afford to do so because once they launch a brand they're going to make it work and it's not like, you know, if it works, it's going to be when it works and it's a lot like the amazon things, you know, they very rarely failed uh launching things. I mean there's a couple of years in cases like when they were trying to sell tickets for gigs and then the the fire phone, amazon phone and you know, within amazon they actually say, you know, amazon things, but they can only ever come up with these two examples, they very rarely fair, then it's going to be George Reid: good. Yeah, Charles Instone: yeah, they're really fucking good at what they do and that's gonna be the case with these with these uh aggregated as well like there is that they're going to become so so good at a launch new products into the space as well, you know ones that a complimentary to the brands that they fall. Um but they're going to launch new brands as well and they're gonna know amazon better than or amazon itself almost and the operations behind it is going to be so lean that they're not only gonna have bigger margins than any other player coming in, they're also going to have more marketing dollars to spend and help spend competitors
Thanks,
George
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