Podcasts about echo alexa

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Amazon Echo Alexa can do all sorts of cool things you may not know about. Listen as we discuss fun skills available on your Echo device.

Boring company in Las Vegas; CVS whistleblower & Pharmacy pricing coupons; iFixit Genuine repair parts; EV battery lifespan; Echo Alexa tips; Prime Day mistakes; Starlink for moving vehicles; CD revival; Paid subscriptions; Streaming

Hey there Sports Fans! Movies about Sports, Fans that is. Special guest David Alen of Guardian Outpost YouTube channel and Twitch stream, joins FanCor to talk all the nostalgia of classic team sports films.  From the original Bad News Bears to the original Space Jam. And all the Goons and homicidal baseball fans in between.  -Listen to Fanatically Correct : Spotify, PodBean, AnyPod(for Echo/Alexa), and kindly review on Apple Podcast and Google Play.
-Website : www.fanaticallycorrect.com
-Follow @FanCorrect : Twitter and Instagram
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-Email : ContactFanCor@gmail.com
-Voicemail (Google#) : 786-704-8404

Let's start this Binge Chat with a side of Ketchup. FanCor is, well, catching up on all the great movie and series content that ended 2021 and started 2022. From “The Witcher” to “Cobra Kai” and “Boba Fett” (kind of). -Listen to Fanatically Correct : Spotify, PodBean, AnyPod(for Echo/Alexa), and kindly review on Apple Podcast and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404

En este episodio hablamos de el telescopio de la NASA James Webb que ya se desplego en el espacio, platicamos acerca de los dispositivos de moto que se van a actualizar a android 12, Amazon tiene problemas porque los usuarios están dejando de utilizar a Alexa

M.s.K & Omega are here to give you their out of the theater thoughts on the latest Sony/ Marvel Studios movie, Spider-Man No Way Home.  -Listen to Fanatically Correct : Spotify, PodBean, AnyPod(for Echo/Alexa), and kindly review on Apple Podcat and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404

Recorded live in front of a 2021 Sunrise ComicCon audience; FanCor is rocking their PJs, snacking on some cereal and milk, and talking about their favorite Saturday Morning Cartoons & Cartoons from the audience. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404

Is that Tamaki Amajiki from My Hero Academia? YUP, Fullmetal Alchemist's Alphonse Elric himself. Join FanCor in this Q&A, recorded live at Sunrise City ComicCon 2021; With special guest, actor and writer, Aaron Dismuke! -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404

After a lot of hype and much anticipation amongst the FanCor hosts; Episode 55 is here. 55 in honor of the age of the man of the hour, the one and only, BILLY ZANE. Omega shares some details from his 1 on 1 zoom experience, as this convo goes everywhere from The Phantom to The Sniper Franchise and everything in between. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404  

FC-54 : STREAM WARS!!! with Dan FanCor brings on special guest Dan Felton, the host and producer of the Assorted Goods podcast, to have a laid back conversation of the Battle Royal between all the Streaming Services. From which packs the content that you can't live without, to all the crazy buyouts; And why FanCor contemplates a move to Canada. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404

Bill & Mike Got Your Wednesday Rolling With Indians Crush Cards 10-1 - Indians PBP Tom Hamilton Recapped The Win - Senate Report Blames Security Failures For Jan. 6th Riot - 10 Babies Born At Once From South African Woman - Reportedly!! - Pavlich From The Five On VP Harris - "There's A Reason She Got Zero Votes" -John Matarese Don't Waste Your Money Consumer Reporter Talked If you and your neighbors have Ring video cameras or Echo (Alexa) devices, Amazon wants to share your Wi-Fi bandwidth with them to create a "mesh" network beginning June 8 - ABC's Jordana Miller in Jerusalem on The Speaker of the Parliament announced that the vote to swear in the new “change” government will be held this on Sunday - FOX's WENDY L. PATRICK takes a look at some of the legal stories making headlines in this weekly segment

John Matarese - Don't Waste Your Money Consumer Reporter spoke to Bill about If you and your neighbors have Ring video cameras or Echo (Alexa) devices, Amazon wants to share your Wi-Fi bandwidth with them to create a "mesh" network beginning June 8. Amazon says it has many advantages for homeowners.

FanCor is all out SPOILING and reviewing the April hits Falcon & Winter Soldier (T-FAT-WS), MK 2021 (Mortal Kombat), and INVINCIBLE. Which MK is better? And what should Invincible change his name to? “Get over here” and find out. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404    

From The Man Of Steel’s death scream, to another take on The Joker; The FanCor hosts share their take on Zack Snyder’s Justice League. SlowMos, Shirt sniffs, and even some of the bad stuff. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404  

Vroom Vroom!!! In this episode of FanCor, YoPeace and Omega skim over some of their favorite automobiles from across the Nerdverse. From their favorite BatMobile, to classic models that always spark the memories of a specific movie or show. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404  

FC-50 : Wan-da-Vision, Wan Wan, da-Vision In classic tv announcer guy voice : The FanCor fellas serve up a full plate of WandaVision thoughts and opinions. Spoilers? You betcha. Theories? Please Stand By. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404

FanCor just finished a full MCU Blip. It’s been 5 years since the release of Ep. 1, and the host are revisiting all the currently relevant topics from that maiden voyage. Just wait til you hear the easily accurate predictions, as well as the accidental spot on ones. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com -Follow @FanCorrect : Twitter and Instagram -Follow Fanatically Correct : FaceBook and MeWe  -Email : ContactFanCor@gmail.com -Voicemail (Google#) : 786-704-8404

  FanCor is sharing some opinions of ShowTime’s Penny Dreadful: City of Angels and the new HBO series, Perry Mason. Then we get into a small spoiler free review of Netflix's DARK before an all out spoilers deep dive into the 3 season series.  -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Bourne Stuntacular? The FanCor hosts touch base on what they’ve been watching lately. Binge watched series, Some recent digitally released films, and even some rewatched classics. But then, the NerdCessity goes a little off the rails. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play. -Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

  I am SUPER EXCITED to announce that FREE YOURSELF...MY JOURNEY is now available on TuneIn! Don't forget to connect your Echo/Alexa for a whole lotta podcast fun...RIGHT HERE IN THE COUNTRY!!  

Tentin Quarantino Vol. 2 : FanCor is giving a 2nd volume of Quentin Talk. Not Quarantine. Quentin. Some other Nerds, on some other podcast, are talking Quarantine. We’re talking Quentin. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Tentin Quarantino Vol. 1 : FanCor 25:17. The path of the righteous Nerd, is beset on all sides of a podcast episode, with the topic that is the discussion on the works of a one, Quentin Tarantino. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404  

Like Most of the World, The FanCor hosts are stuck inside. So they’re taking sometime to talk about the return of WestWorld. What We liked and What We expect to come. From Pinkman to BeastMode.  -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404    

It’s been a while since all 3 hosts have been able to get out an EP together. But for the 4 year mark since the very first episode, they’ve all gathered to do some ketchup and sharing of what they’re looking forward to in tv/movie land. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Hmmm. The FanCor crew are tossing an Ep to the Witcher. After a short spoiler free review, full on details and theories as to what is when, and who is where. F#*%   -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

YoPeace and Omega are all in for HBO’s Watchmen. After a short spoiler free review; it’s go time on favorite episodes, theories, characters, and everything else that made this incredible first (or only?) season, one of the greatest things to hit any kind of screen in 2019. {20:18 spoilers begin}   -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Yes, Amazon really announced at least 80 new Echo/Alexa related progress. But don't worry we couldn't bring ourselves to discuss them all, we had plenty of other tech news and tips to cover this week. Make sure to join the Notnerd Facebook Group and let us know how you tech better. We're also looking for your ProTips and Picks of the Week. Followup: Episode 200 announcement (00:55) Apple iPhone Compare Page (01:30) Reminder: Apple’s Veterans and Military Purchase Plan (03:15) The original iPhone Reddit thread (03:40) Dave’s Pro Tip of the Week: IPad Tap w/ pencil to take note (04:15) 5 Takes: Amazon announced a ton of stuff this week (07:10) Alexa, help me get a job at McDonald’s (17:00) Google Play Pass subscription for games and apps (18:20) Apple is working to restore grasslands in Africa (21:20) Hipstamatic X (23:10) Security/Privacy: DoorDash confirms data breach of 4.9 million customers, workers and merchants (25:20) Bonus Odd Take: musicmap.info (27:00) Picks of the Week: Dave: Echo Auto (29:00) Nate: Mario Kart Tour (33:30) Ramazon™ purchase (35:50) Check out the Notnerd YouTube channel for great videos Leave an iTunes Review and be featured on the Podcast Support Notnerd on Patreon and get cool stuff Brought to you by #OneBackupIsNoneBackup Shop Amazon: Amazon.Notnerd.com Subscribe and Review in iTunes Contact Info: www.Notnerd.com Twitter - @N0tnerd, Nate - @NetBack, Dave - @DavyB Notnerd Youtube Channel Notnerd Facebook Email - info@Notnerd.com Call or text 608.618.NERD(6373) If you would like to help support Notnerd financially, mentally or physically, please contact us via any of the methods above. Consider any product/app links to be affiliate links.

At our final panel at this years Sunrise Comic Con, we talk about all things MCU. We discuss this year's MCU releases (Endgame, Cap Marvel & Spiderman: Far from home) but we also dive into theories as to where the MCU will go to next.  -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404  

Recorded live in front of a Sunrise ComicCon audience; FanCor is rocking their PJs, snacking on some cereal and milk, and talking about their favorite Saturday Morning Cartoons. Cartoons from the audience, prizes from our sponsor, and .... theme songs? -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

At this years Sunrise Comic-Con, FanCor discusses some of the most iconic villains that SciFi and Fantasy films have to offer. You can always count on the audience to steer off topic or even predict a fav villain or two. We may have even forgotten a few. Who knows, but tune in to find out.  -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Fanatically Correct is talking video games with their first ever official guest. FanCor and special guest Raf of the Rafthree Twitch channel, have a broad and general conversation of their most memorable, favorite, and currently engaged in games. Along with some deviations of course.  -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404 and  -Follow @rafthree on Twitch, Twitter and Instagram    

YoPeace and Omega did something weird, they watched Lion King with the Fam, and then immediately caught Once Upon a Time in Hollywood. A free from spoiler review, of both films. From Disney to Tarantino. An odd combo. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

M.s.k. and Omega are on site at Tate’s Comics, promoting the upcoming Sunrise Comic Con, at their “Not at Comic Con” local event. They discuss info coming out from SanDiego’s Comic Con, as well as interact with attendees and cosplayers at Tate's Comics. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404    

FanCor is reviewing S3 of Stranger Things and all things of the entire series so far. Spoilers! Spoilers! Spoilers! We dive in deep into some of the pop culture references and similarities that this series shares with some of the most iconic movies of our time. We even share our real feelings about Alexei and Barb........We miss you Bob!  -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

YoPeace and Omega are reviewing Spider-Man: Far From Home. No Spoilers, So No Worries. Just some honest reactions and feelings towards the MCU’s fifth appearance of the web swinger and some of the other Spidey related things out there, past, present, and future. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

FanCor is spotlighting Keanu Reeves. From our favorite Keanu films, to our favorite performances. Quotes, Accents, and his most “breathtaking” moments. This episode is “Excellent”. We know you just did an air guitar. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Netflix recently dropped a new season of Black Mirror! Join FanCor on their season 5 spoiler filled review. We also go over some of our favorites and not so favorite episodes. :: S5 Spoiler Warning:: starting at 06:10 until 26:30. Please keep in mind all talk of previous seasons will have spoilers, you have been warned. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404    

联想来酷昨天发布了全新形态的线下零售门店“来酷生活馆”。同时，京东宣布将战略投资联想来酷，双方将在产品、技术、供应链、店面合作、系统赋能等方面进行深入合作。来酷科技CEO周铭说：“当前零售行业正迎来新一轮变革，京东和联想来酷将共同推动智能零售创新，充分利用双方各自在线上线下领域的优势，打通线上线下壁垒，实现优势互补、合作共赢”。但是双方未透露投资金额。 近三个月，百度副总裁吴海峰、顾国栋、赵承和执行总监孙雯玉全都办理了辞职。赵承和孙雯玉的Last Day在4月，吴海峰和顾国栋在5月，向海龙最迟在6月。百度副总裁的职级为M4-A，执行总监为M4，向海龙被认为是“见习期的副总裁”，其中多位都是在百度10年以上老将。除了赵承主管政府关系外，向海龙、顾国栋、吴海峰和孙雯玉都为百度搜索公司管理层。 途家民宿平台数据显示，2019年端午节假期民宿预订量预计同比增长180%以上，热度有望超过今年五一。数据显示，2019年端午节假期期间出游从6月6号开始，6月7号进入出游最高峰，游客平均出游时间不超过2天。端午节期间境内十大热门目的地为成都、北京、上海、重庆、厦门、青岛、西安、杭州、广州、秦皇岛。 六一儿童节来临之际，抖音再次升级“向日葵计划”，升级主要包括两方面：产品上，上线亲子平台功能，以协助家长对未成年子女的抖音账号进行健康使用管理；内容上，成立“护童联盟”，邀请各界青少年保护及教育专家，共同创作优质内容。家长最多能通过亲子平台功能绑定三个账号，并可根据需要为孩子开启抖音青少年模式或时间锁功能。抖音成为首个上线家长管理系统的短视频App。 韩国媒体最新消息称，三星可折叠屏手机Galaxy Fold至少在六月结束前，也无法发货。韩媒称，确保产品可靠性需要的时间比三星原先预想的更久，而且移动网络使用方面的许可也要重新花精力去处理。三星Galaxy Fold原计划在4月26号开始发售，但收回所有用于评测Galaxy Fold，以彻查屏幕出现问题的原因。 据美国科技媒体TechCrunch报道，英国昨天开始，在伦敦、加的夫、爱丁堡、贝尔法斯特、伯明翰和曼彻斯特的特定区域这6座城市推出面向消费者的首个5G商用网络服务。由此，继韩国、美国之后，英国成为全世界第三个实现5G商用的国家。英国用户使用5G网络时，即使在网络覆盖范围内最繁忙的地区，预计网速也可以达到每秒100-150 mb，部分用户甚至可以达到每秒1Gb的里程碑。 亚马逊当地时间周三介绍了亚马逊最便宜、配置显示屏的Echo设备Echo Show 5，售价为89.99美元，6月26号在美国上市。Echo Show 5比其他两款带有显示器的Echo产品更便宜。屏幕可以实现很多功能，如更加方便地从亚马逊进行语音订购，无需完全用Alexa来订购。

联想来酷昨天发布了全新形态的线下零售门店“来酷生活馆”。同时，京东宣布将战略投资联想来酷，双方将在产品、技术、供应链、店面合作、系统赋能等方面进行深入合作。来酷科技CEO周铭说：“当前零售行业正迎来新一轮变革，京东和联想来酷将共同推动智能零售创新，充分利用双方各自在线上线下领域的优势，打通线上线下壁垒，实现优势互补、合作共赢”。但是双方未透露投资金额。 近三个月，百度副总裁吴海峰、顾国栋、赵承和执行总监孙雯玉全都办理了辞职。赵承和孙雯玉的Last Day在4月，吴海峰和顾国栋在5月，向海龙最迟在6月。百度副总裁的职级为M4-A，执行总监为M4，向海龙被认为是“见习期的副总裁”，其中多位都是在百度10年以上老将。除了赵承主管政府关系外，向海龙、顾国栋、吴海峰和孙雯玉都为百度搜索公司管理层。 途家民宿平台数据显示，2019年端午节假期民宿预订量预计同比增长180%以上，热度有望超过今年五一。数据显示，2019年端午节假期期间出游从6月6号开始，6月7号进入出游最高峰，游客平均出游时间不超过2天。端午节期间境内十大热门目的地为成都、北京、上海、重庆、厦门、青岛、西安、杭州、广州、秦皇岛。 六一儿童节来临之际，抖音再次升级“向日葵计划”，升级主要包括两方面：产品上，上线亲子平台功能，以协助家长对未成年子女的抖音账号进行健康使用管理；内容上，成立“护童联盟”，邀请各界青少年保护及教育专家，共同创作优质内容。家长最多能通过亲子平台功能绑定三个账号，并可根据需要为孩子开启抖音青少年模式或时间锁功能。抖音成为首个上线家长管理系统的短视频App。 韩国媒体最新消息称，三星可折叠屏手机Galaxy Fold至少在六月结束前，也无法发货。韩媒称，确保产品可靠性需要的时间比三星原先预想的更久，而且移动网络使用方面的许可也要重新花精力去处理。三星Galaxy Fold原计划在4月26号开始发售，但收回所有用于评测Galaxy Fold，以彻查屏幕出现问题的原因。 据美国科技媒体TechCrunch报道，英国昨天开始，在伦敦、加的夫、爱丁堡、贝尔法斯特、伯明翰和曼彻斯特的特定区域这6座城市推出面向消费者的首个5G商用网络服务。由此，继韩国、美国之后，英国成为全世界第三个实现5G商用的国家。英国用户使用5G网络时，即使在网络覆盖范围内最繁忙的地区，预计网速也可以达到每秒100-150 mb，部分用户甚至可以达到每秒1Gb的里程碑。 亚马逊当地时间周三介绍了亚马逊最便宜、配置显示屏的Echo设备Echo Show 5，售价为89.99美元，6月26号在美国上市。Echo Show 5比其他两款带有显示器的Echo产品更便宜。屏幕可以实现很多功能，如更加方便地从亚马逊进行语音订购，无需完全用Alexa来订购。

Join FanCor for a flying roundhouse kick to the face episode. Mixed with a bunch of martial arts titles, spanning from a selected time frame of the mid 80's through the early 90's. From Seagal, JCVD to Ninja Turtles and Power Rangers. Pow! Bam! Crack! and Snap! -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404  

With so many trailers and trailers to the trailers, FanCor is taking some time to talk about trailers! Which upcoming movies have us excited this year and which already have us concerned. SPOILER WARNING! There are some EndGame spoilers during the Spider-Man Far From Home portion of this episode, so you might want to be careful starting at 4:59 until 9:24. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Now our watch has ended; And we shall never see, G.o.T’s light again. FanCor is giving their immediate reaction to the final episode of Game of Thrones. WARNING! A Spoiler always Spoils their debts. SPOILERS! -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404  

The Avengers: EndGame spoiler ban has been lifted and now FanCor is diving in for full on spoilers review. Thoughts, theories, and tears, nothing about this cinematic epic is being held back. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404  

After a game changing episode leading to the series Finale of Game of Thrones, FanCor gives their immediate reaction. WARNING! The things we do for Spoilers. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe (R.I.P Google +) -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

After another interesting episode, FanCor is giving a quick reaction to Ep4 of the final season of Game Of Thrones. WARNING! We will take what is ours, with fire and SPOILERS! -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : www.fanaticallycorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe (R.I.P Google +) -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

After a few days to process what went down on Sunday, FanCor is back to give you a mid-season review of the final season of Game of Thrones. WARNING! What is spoiled, may never be unspoiled.  -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : FanaticallyCorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe-Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

After an Amazing episode, FanCor is giving their immediate reaction to Ep3 of the final season of Game of Thrones. WARNING! What is SPOILED, can never SPOIL. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : FanaticallyCorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe (R.I.P Google +) -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404      

M.S.K. and Omega give a free from Spoilers, initial reaction to Avengers: EndGame. So it’s safe to listen away to this as a hold me over, until you get to see it for yourself. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : FanaticallyCorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe (R.I.P Google +) -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Round 2. FanCor is giving another immediate reaction to all the moments that make up episode 2 of the final season of Game of Thrones. Warning! We drink, and we SPOIL things. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : FanaticallyCorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe (R.I.P Google +) -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Howdy Pilgrims. 2 Guns Omega, and Yo-PeaceMaker, are breaking down some of their favorite things Western. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : FanaticallyCorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe (R.I.P Google +) -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404    

After a wait longer than Daenerys’s introduction, we get on a magic dragon ride into G.o.T's final season. FanCor is here to give you a short reaction of this seasons opener, "Winterfell". Warning, this reaction is dark and full of spoilers. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : FanaticallyCorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe (R.I.P Google +) -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Only Days until the Fate of Westeros begins to unfold, and FanCor just can’t help but to be hyped. So we’re 3-Eyed Ravening the entire series of Game of Thrones thus far. Are we ready? No. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : FanaticallyCorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe (R.I.P Google +) -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

It's been a minute since the last episode, So FanCor is attempting to ketchup on all the movie, tv, and nerd culture that has been missed out on. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : FanaticallyCorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and MeWe (R.I.P Google +) -Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

#Netflix gets #marvel #infinitywar , #tidal comes to echo devices, #microsoft buys #atlanta #startup , #sunsetoverdrive comes to #pc , #fortnite announcement of #million #dollar #tournament and more #business #tech and #gamingnews --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/dollarsandcents/support

FanCor is talking about their most recent binge watches. This episode is full of NerdCessities, so be ready to take notes. -Listen to Fanatically Correct : PodBean, AnyPod(for Echo/Alexa), and kindly review on iTunes and Google Play.-Website : FanaticallyCorrect.com-Follow @FanCorrect : Twitter and Instagram-Follow Fanatically Correct : FaceBook and Google+-Email : ContactFanCor@gmail.com-Voicemail (Google#) : 786-704-8404

Episodio original: http://cuonda.com/binarios/60-demasiado-feo-para-ser-youtuber Más episodios: http://cuonda.com/binarios Google Home llega a España y junto a Juan Castromil (@clipset https://twitter.com/clipset) analizaremos lo que ofrece y la experiencia de usarlo junto a Echo (Alexa) y Homepod (Siri). ¿Son realmente tan avanzados como parecen? ¿Merecen la pena? Además de los altavoces hablamos también de InstagramTV y las posibilidades que tiene frente a Youtube y de SpaceBar, los nuevos vídeos semanales de Clipset. Un agradecmiento especial al patrocinador de esta semana: Storytel http://storytel.es/. Storytel te ofrece miles de audiolibros en español a un precio fijo al mes y puedes probarlo sin compromiso durante 14 días. Enlaces del episodio:  - Unboxing del Apple Homepod (Clipset). https://clipset.20minutos.es/apple-homepod-unboxing-del-altavoz-con-siri/ - Spacebar (Clipset). https://clipset.20minutos.es/spacebar-google-home-llega-a-espana-oppo-find-x-y-la-pantalla-infinita-instagram-tv-para-dominar-el-video-en-el-movil/ - Unboxing Google Home (Clipset) https://clipset.20minutos.es/google-home-unboxing-configuracion-y-primeras-impresiones/. - Sonos Beam, barra libre de buen sonido (El Mundo) http://www.elmundo.es/tecnologia/2018/06/27/5b3396d6ca474194358b4611.html. - Homepod vs Google Home (El Mundo) http://www.elmundo.es/tecnologia/2018/06/21/5b2ae6a622601d8c408b45e7.html. Música del episodio por Lee Rosevere https://leerosevere.bandcamp.com. Binarios es una producción de Cuonda https://www.cuonda.com y Angel Jiménez de Luis (@angeljimenez https://twitter.com/angeljimenez).

I can remember talks I’ve given, especially ones on stages in front of large audiences, where it felt like an out of body experience. I gave my talk, it went really well, but it was a complete blur, like tunnel vision. It all happened so fast and I felt like I was observing myself rather than being truly present and a part of it. Now, when I do a presentation, I’m in my comfort zone. I feel confident about my material and my stage presence. That’s what I want for you too, which is what I’m sharing with you in this episode: specific techniques and strategies you can use when preparing for and delivering your talk, including what to do the day-of and on stage. I also share a few personal stories of how I conquered my nerves and what happened to me in a dress rehearsal and why I’m really glad there weren't cell phone cameras back then. Remember: Your audience doesn’t want you to be perfect; they want you to be present. Download the free PDF with checklists for preparation, day-of, and delivery at https://www.speakingyourbrand.com/66. NEW! You can now listen to the Speaking Your Brand podcast directly on Amazon’s Echo / Alexa smart speakers. All you have to do is say: “Alexa, enable skill Speaking Your Brand.” After you’ve enabled the skill, you can then play the podcast any time by saying, “Alexa, play Speaking Your Brand.” The Speaking Your Brand podcast is hosted by Carol Cox. At Speaking Your Brand, we help women entrepreneurs and professionals create their signature talks and gain more visibility to achieve their goals. Our mission is to get more women in positions of influence and power: on stages, in businesses, on boards, in the media, in politics, and in our communities. Check out our coaching programs and workshops at https://www.speakingyourbrand.com.   Highlights: What information to ask the event organizer ahead of time What to wear and why How to practice What to do the day of when you arrive How to reduce your nerves Using your body, voice, and movement effectively Feeding off the energy of the audience What to do at the end of your presentation   Links: Download the free PDF with checklists for preparation, day-of, and delivery at https://www.speakingyourbrand.com/66. Join the free Speaking Your Brand community at https://www.speakingyourbrand.com/join/ or text the word SPEAKING to 444-999. Sign up for a Strategy Session to work on your speaking delivery and stage presence at https://www.speakingyourbrand.com/strategy. Ready to create your signature talk and framework? Email me at carol@speakingyourbrand.com or click here to schedule a call. Say hi to me on Instagram and Twitter: @CarolMorganCox. Subscribe to the podcast and leave a review!   Other episodes and people mentioned: Episode 57: Why You Shouldn’t Sell from the Stage - and What to Do Instead Episode 41: Behind the Scenes of My Presentation at BizChix Live Episode 26: On-air coaching call with Jodi Flynn Jodi Flynn’s podcast Women Taking the Lead Amy Cuddy’s TED talk on power posing

Amazon annonserar att man nu släpper Echo i Sverige. Själv gråimporterade jag den för snart ett år sedan. Den är nu en permanent familjemedlem. Att säga "Alexa turn on the light" och "Alexa play" har blivit vanligt förekommande kommandon till denna pryl. Delar här med mig av erfarenheterna både gällande Echo-högtalare, kringutrustningen samt de Alexa Skills (appar) som jag rekommenderar. --- Send in a voice message: https://anchor.fm/jaani/message

EP106 - Amazon's Q3 Results Hot Take This episode is a hot take of the Amazon Q3 Results as well as a few misc pieces of news Apple opened it's new midwest flagship "town square" store in Chicago Amazon opened a new "Pickup and Return" retail concept in Chicago For those interested in todays update who want more, we have deep dive episodes on three topics: EP024 – Amazon Deep Dive EP089 – Amazon Acquires Whole Foods Hot Take EP093 - Prime Day Hot Take Breakdown of Q3 Results Core commerce/marketplace Forecast going forward International Prime membership Whole Foods Ad revenue Amazon Alexa/Echo Headcount AWS Amazon received licenses to distribute pharmaceutical equipment in 12 states, which could be a precursor to Amazon entering the pharmacy business.  The news immediately drove down stock prices of traditional pharmacy companies. In coincidental news, CVS announced a bid to acquire Aetna for $66B. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 106 of the Jason & Scot show was recorded on Sunday, October 29th 2017. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at Razorfish, and Scot Wingo, Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. New beta feature - Google Automated Transcription of the show: Transcript Jason:  [0:25] Welcome to the Jason and Scott show this is episode 106 being recorded on Sunday October 29th 2017 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scott Wingo. Scot:  [0:40] Jason and welcome back Jason Scott show listeners wow what an interesting week it was in the world of retail and e-commerce. It really showed this tale two cities that we've been talking about Jason you had JCPenney pronounce a miss and their stock took a 15% haircut. And put pressure on all the other department store stocks. Not news you want to have heading into the critical fourth-quarter then over in this that's the analog side of the story so does that say. One of our cities in another cities which I called digital City it had we had Google Microsoft and Amazon and it's really weird but this. This quarter they lined up their announcements all on Thursday, and each one of them really handle a blue away expectations so Friday Amazon Spike $228 and its about $1,000 stock before then and now its about 8. $1,200 stock that's a 13% jump in one day which is the most of that group of folks that that announce Google. In Microsoft and Amazon. You know what happens is there was an acceleration in the third quarter of both growth and margins that stunned many Amazon Watchers. But for our listeners it probably wasn't a surprise because we have really been seeing some bold moves from Amazon especially since Prime day at this quarter. So in fact Amazon usually Falls within this guidance that they accept the quarter before and they really blew that away by about 5% this time in this episode we are going to do a quick take in. [2:13] Dig into the reasons why. [2:29] So today we're going to spend the bulk of the show digging into Amazon's 3rd quarter cuz I think it's really important for everyone in the industry to understand the Dynamics that are setting up in both the online and offline world as we head into the fourth quarter. Jason how are you doing. Jason:  [2:45] I am doing it was exciting week with all these announcements going on and I'm a little sleep-deprived cuz I had to get up at 3 a.m. in New York to get my iPhone orders in. Scot:  [2:57] I did the same thing how did it. I know about half the people I know they did the that within the set of people that did 3 a.m. only about a half got an order off were you able to get an order in. Jason:  [3:08] I did I would give it a I was 142 so I I was intending to order a phone for myself and my wife and I should mention. In my wife's case it's kind of part of her birthday package so it was somewhat more critical and my wife and I are both in there. Annual upgrade program which like frankly the main reason we're in that program is because you're supposed to get priority. For that the new phones so we have both pre-qualified for the next phone earlier in the week so we did like half the the ordering process. [3:44] How you do a week in advance got up at 3, was not able to order my wife's because it turns out you have to do it through the store and the app did not like me changing Apple IDs on my phone to her Apple ID to place her order so, kind of suckly I had to use my Apple ID and place my order which went super smooth and I have my phone coming out on Friday. [4:12] And then I had to call my wife who is sound asleep and wake her up and talk her through placing the order on her phone and she was also successful but she got like 2 to 3 weeks to every window so now I'm I'm dreading the fact that. [4:27] My phone's going to come on Friday and her birthday phone is like going to come a week or two after that. Scot:  [4:33] Yeah it's interesting I was able to get I had to order for so I've got all of my phones have been waiting for the 10 so, I got to off on Verizon pretty quickly and then to on Apple I'll be interesting they all say Friday so we'll see who can live up to those expectations, it's funny I'm not in that program and those two people I know that are in that Apple program had a trouble with or treating her so excited before he let me put it in my car and it's already I just have to press a button. Jason:  [5:03] Yeah to their credit I will say in past bones it actually has worked out in our vanity but I I would 10 degrees right now it did not feel like it was expedited deal this time around. Scot:  [5:14] It seems like usually using the store work better cuz they would bring up the API is that the stories is fast and then the website was second with the seems like this time they switch those for some reason another weird observation there. Jason:  [5:27] Yes I tend to be hitting Refresh on both just too Archie had two iOS devices when logged in with my wife when I logged in as me and then and then the web browser and it we ended up using the store app in both cases. Scot:  [5:42] Yeah I need the cloud guy. The iCloud is so yeah it's tricky weak weaker sit daily. [5:48] Speaking of Apple before we jump in the Amazon you did I saw on the twitterverse you did a really cool visit to the the new flagship store there in Chicago. Jason:  [5:58] Yeah just just last week they open their their new store in Chicago they've always had a big store on Michigan Avenue and so they move the store few blocks and opened. The new the new Apple Store concept was it called the Town Square concept so they're there been a few of these I want to say. The first one might have been in Memphis there definitely is one in San Francisco and all the new stores that are open or are based on this. This this New Concept but this is the first one in the Midwest and it supposed to be there Midwest Flagship and that it is it is very impressive store the differences between the traditional Apple store in East Town Square stores, I'm going to call it subtle. You know this is largely the reimagining of the Apple Store under Angela Earnhardt who used to be the CEO of Burberry. She came over to Apple. And this is why Julie her concept and so the big thing is hey we're not just a retail store where at ounce where where where like the center space where people come to meet there's some controversy about them trying to own that. That positioning a lot of City centers don't don't particularly agree that apple is the center of their towns. Dave made the stores more organic so the genius bars go away and they literally have trees green trees in the store and it's called the Genius grow and so you know. You used to hang out under the trees and meet your Genius who then takes you to a to a table to to help resolve your issue in the wet. [7:36] You and I might have called shelves they not called The Avenues and have upgraded the displays for some of the the Apple products. So I can the old days they wouldn't have a very elegant display for headphones and how to have these like beautiful white. Wooden mannequin heads in the headphones are on mannequins they have wood grain modeled. [8:00] IPhones that the cases are mounted to so you can see them the actual cases mounted on the on the shape of the phone you know stuff like that. The the biggest new thing they've done those they have a big seating area in every store this kind of meant for just ad hoc meeting. It has some interesting like saw sitting there like bean bags that are under stools. And they have a a giant beautiful large format display and it's actually 6K resolution so super high resolution. And they have community events and stuff there so so in this. This new Apple Store what they did is they moved it from the middle of Michigan Avenue to sort of the the end of the shopping strip in Michigan Avenue right on the the river in Chicago. And so they now the whole front of the store is a glass window facing the river at super beautiful they had concerts going all all weekend for the grand opening. I'm in there you know doing graphics on the big screen and they had a band in front of the screen. And tell Buzz there's actual wait to get in the store most of the weekend as people are coming to check it out and. [9:10] When humorous but potentially sad unintended consequence. Is these giant glass windows right on the river apparently were confusing the birds and so they started finding. [9:22] Dead or injured birds that had tried to fly into the Apple Store and so now they're apparently. [9:27] Making some adjustments to the lighting to try to help the birds figure out that they shouldn't try to fly into the store. Scot:  [9:34] Ouch that it was Town Square but not for the birds I guess. Jason:  [9:39] Exactly yeah so so. You know you will get all this stuff and it's the merchandising is a little better again they they do spend a fortune on some premium materials there's like actual Limestone and there's. There's a marble that comes from a single query in Italy and the amazing glass architecture that they do for all these stores. [10:07] Interesting that's all part of the the brand experience which is a super important part of why Apple has the stores. I have not seen any announcements about how the this model store compared to the previous model store and they actually. Make any substantial changes in the financial metrics of the store. It's not obvious that there's like dramatically higher converting experiences like it's a very incremental upgrade in in most cases and. Specific to the Chicago store the Michigan Avenue store was never convenient right it's a huge tourist destination it's a huge shopping street but if you. You know it's a really difficult or to drive to and certainly there's no parking there and now they moved it to a place where do I go there literally is almost no Road access so it's a very pedestrian access door. If your interest in your walking Michigan Avenue it's easy to get to but like. If you are a resident that would be the store you would most avoid because it's the logistics are super complicated and normally in retail. You would you would you know desperately try to avoid those. Does transportation Logistics problems but I think Annapolis case that that store is just really designed for the out-of-town visitors that are on Michigan Avenue and it is a it is a cool historic site that used to be at. A young Courthouse vet but more importantly it was it was the site of the first settlers in Chicago so the first kind of cabin that got set up for it by a permanent resident of Chicago. [11:38] Is now this this big guy Apple Town Square store. Scot:  [11:42] Can I get a smartphone. Jason:  [11:44] Exactly push me over the edge I ordered a bunch of iPhone tens although I Kyle met in my head I keep saying iPhone x. Scot:  [11:53] I have a problem that to you have this Xbox to do that and think over the years. And then this is a nice Segway into our Amazon coverage you we were talking about this podcast to go where you were, doing something on Amazon and it kept hitting you in saying don't you want to come to this pickup store you explored that further and tell us what you discovered. Jason:  [12:16] Yeah so I've been at this a literally happened while recording a show that I was you were explaining something and I was falling along on the Amazon website and I put something in my cart and it offered me this new. Pick up an Amazon location option that I had never seen before. [12:33] And that's because Amazon had his just opens to Dedicated pick up locations in Chicago and so. Tired of these locations they had something very similar on a lot of college campuses they had these college pickup locations. And these these stores are very clearly a close cousin of those locations and effect. [12:56] If you look at some of the URL patterns that's it seems like they're kind of the exact same URL pattern as the the campus pickup locations but. You don't need a school ID on these and then they tend to not be on campus so one of them is just in a high-traffic area in Chicago that happens to be. [13:13] A little less than a mile from me and the other is right outside of DePaul University so accessible to the public but presumably also useful to DePaul student. And I sent you the value property or is this is a Amanda location. So it has specific hours with a bunch of lockers in side the location and so you can place an order on Amazon and have anything delivered to the lockers as opposed to. Your home and you can also take your returns to that location and so you might be saying hey Jason Amazon already has a lockers all over the place including this whole food stores. [13:49] How is it different to open a new a new location with Lockers in side in the big answer is most of the Amazon lockers that are unattended. Will only hold your package for 3 days so you have to pick it up within 3 days of delivery or they take it back that's obviously cuz they have a finite number of lockers and they don't want stuff just sitting in them for a month. I'm so at this pickup location near your. Items can stay in the locker for for a little more than two weeks for 15 days and the reason they do that is because the items aren't actually in the lockers the lockers. [14:23] Don't have backs. And behind all of the lockers is a Amazon little mini Amazon storage fulfillment center so all your order is it shipped there held in this fulfillment center and when you walk in the store and scan your barcode saying that you want to pick up your order. A human picture order from that that little storage area and put it in one of these lockers so your products tend to live in that Locker for 2 minutes. Before the front opens and went in the front opens you can actually see through the locker to all the the storage stuff. So in that way they don't tie up on the lockers they can accommodate a lot more packages a lot more different size packages but it does require labor. And said to me that's a a little bit of a trade-off the unattended lockers you generally have 24/7 access to them. These Walker's you can only get two in the stores open the stores open like 9 and 9 during the week and noon to 9 on the weekends. So I actually did try my first pick up at like 10 a.m. on a Saturday and couldn't get it but it is it is interesting that the pickup. [15:27] Is a significant part of the e-commerce experience it's become a big Battleground and we've seen lots of other Innovations around pick up. Amazon's also rolling out these lockers that they call Hub lockers which they're providing two buildings. [15:44] To allow package deliveries in the buildings and you know the Hub lockers don't just take Amazon packages they also take us in UPS and FedEx so they're kind of a utility for the building machine Amazon Footlocker's in all their Whole Foods. Some sort of interesting side note on that a lot of the whole foods are in malls and a lot of the other stores in malls have contracts with them all that. [16:07] Only certain that certain kind of product can't be sold by other retailer so. [16:11] There now ain't like Target is enforcing those small contracts to not allow Whole Foods to have lockers that would receive products that are restricted from other sellers in the in the mall so that's been kind of a. [16:24] A funny little thing we're seeing fly fight out and then of course this last week we've seen Amazon launch Amazon key which is. Amazon having access to a Smart Lock that they provide so that a delivery person can actually come into your home and drop off your package and you can monitor them over an Amazon Cloud cam which is kind of their version of Amazon Nest cam. And interesting Lee Walmart had announced about a week before that they had a partnership with August smart locks and they were doing. Doing service similar programs or seeing all these guys make a bunch of new plays in new pickup models too kind of you know accommodate all the edge cases for people that don't have coming in. [17:04] At their home or office and at least pickup location certainly seem like one of those and then of course the pickup locations also provide. Four very easy returns so when you have a return you can bring the product in an open box or a no box. You you can log into terminal in the store see your history order history so you want to return something. And just throw the box in the print you a code right in that that store you throw your return into a poly bag you put your label on top of the polybag. Drop it in the slot and generally within 10 minutes they'll have received that return you'll get a credit right away instead of you know waiting. To mail it back to a fulfillment center you don't have to do any shipping or packing or any of those sorts of things. Until the return Logistics feels like another area where we're starting to see a big e-commerce Battle Ground and once again the course Walmart announce these this mobile Express returns. Which is sort of a similar experience you don't need a box you don't need to wait in line to return anything at a Walmart store so this seems like the the the new areas for fighting or are pick up an anniversary Justice. Scot:  [18:17] About how big was the Amazon pickup store. Jason:  [18:20] It's not a huge door I'd say it's about 1500 square feet. I haven't been to both in Chicago yet so I've only I've only been to the one and you know there's definitely some like a couple motivated employees in there that are like trying to spread the word and I brought home a bunch of. Amazon swag that was custom labeled with the address of this this location. Scot:  [18:43] Do they sell Echoes or anything like that I was just just lockers and drop off. Jason:  [18:48] Yeah I know no said no product merchandising whatsoever they weren't selling anything that none of the terminals in the store could be used to like browse the inventory or purchase anything so it's purely a post-purchase experience either pick up or return. Scot:  [19:01] Russia. Jason:  [19:02] At least for now I would say they a service they were heavily promoting and they actually had, sidewalk signs and all these things is in Chicago we have a somewhat of a unique offering that I think Amazon starting to roll out to more places but we have same day delivery that is not Amazon Prime now. [19:20] I'm still at work close enough to a number of fulfillment centers that a lot of items in Chicago you can order by noon and have delivered by 9 p.m. and the sets actually delivered by a fleet of WW2 Amazon employee so it's not the w. It's not the Amazon Flex delivery people it's not UPS it's guys that work for the Fulfillment center driving stuff up from Indiana fulfillment center did it to deliver it to customers in Chicago, and so they're kind of leveraging that same day service with these lockers to say same day pick-up in the locker right so you can, you know order something before noon so like the locker for delivery and then 3:00 picking up that same day I actually found that to be a little bit annoying would actually like 5 hours from the main fulfillment center that most most goods come from from. From Amazon and said that, you know most same-day deliveries do end up getting delivered right around 9 sometimes 10 and the store closes at 9 so in my case, I ordered a I did a test order at like 10 a.m. promise for same-day delivery and I got a notification at 10:15 p.m. that I could pick it up same day if the locker but of course the locker have been closed for now. Scot:  [20:35] We found a bug. Jason:  [20:37] Yeah yeah yeah so I Growing Pains. Scot:  [20:42] I wonder if they're working on stopping that 24/7 there's kind of working up to work to it. Jason:  [20:47] You would think it would certainly like you can imagine them adjusting those hours as they see demand and there are newer fulfillment centers that have open closer to Chicago so I'm somewhat curious if, there is a plan in Works to shift some of that same day delivery volume to the the light closer Wisconsin fulfillment centers. Scot:  [21:08] They must love you guys cuz they're trying so much the stuff there so I'm sure they'll figure it out. Jason:  [21:12] Yeah or there's some senior Logistics exact that has an apartment here or something. Scot:  [21:18] We are just such a big Prime user they're doing it all for you. Jason:  [21:21] They're just trying to get off early mentions on the Jason and Scott show that's why they did. Scot:  [21:25] Just just listens and priming the pump. Jason:  [21:30] Masters of PR. Scot:  [21:32] Cool. Thanks for those those reports from the field always interesting to see what's going on there in the big city is shy town. Jason:  [21:39] Yeah hey I know we have a lot to cover but I did mention the Amazon key would you ever trust Amazon to have access to your front door. Scot:  [21:46] Don't think so I like the ones that give you access to your card like that doesn't really bother me at all like people putting stuff in my trunk but you know access to the house is just a whole nother thing. Jason:  [21:58] Yeah. I think that's that's been an interesting conversation is you know you know the trust issue has come up a lot and in many metrics Amazon is one of the most trusted, companies out there and yet that still feels a little scary to folks and it'll it'll be interesting I actually saw me because, just wave as people are using it but I actually saw the less blowback when Walmart announced it than I did when I was on an esta. Scot:  [22:24] Yeah yeah I don't know if the Walmart thing was as widely distributed. Jason:  [22:30] Know that I mean. Scot:  [22:31] May have been part of it. Jason:  [22:32] But even that being the case you got to give Walmart some credit like you know, I feel like it's a moral Victory these days when you're launching customer experiences ahead of Amazon I mean it like Amazon may have gotten much more buzzed but they did have to announce a week after Walmart. Scot:  [22:51] Glory is. I think he's really good at reading these tea leaves and getting in front of them I do want to try the Walmart quick return experience because it felt like an oxymoron when I was reading it cuz I've never had a quick return I've never had a quick customer service anything at Walmart. It's getting worse like I got on my Walmart and I swear they've cut the number of cash registers down by half there's this like 56 Bank of cash registers and there's two people working at I don't know if it's just when I go to Walmart or something but it's crazy. Jason:  [23:19] Interstate yeah I can speak to that I know I was Eliza Express Returns part of the solution you do have to get to a person in so they have an express lane. In customer service dedicated just to the end in my experience that can be super helpful but that can also have. Unintended consequences right to my analogy is if you think of them TSA Pre at the airport so when it first launched in only a few insiders had TSA Pre. You can fly through pre and it was awesome now you got two most airports and us and it's not uncommon to see the pre line being much longer than the regular line because everybody. Is in the know right and so you know it'll it'll be interesting of if that Walmart Express return is heavily leveraged. Well Walmart scale the lanes to support that or will it eventually get gummed up. I will tell you just simple things amuse me but when they launched the service they had a bunch of videos showing the experience, and in all the videos like a different Shopper you know gets in this fast line skips all the people standing in the slow lane and get their service, and I I watch those videos and I'm laughing cuz I'm like wait all those annoyed customers in the slow lane or Walmart customers to and it's almost like 100 making fun of their their customers and best of all they, they hired different actors to be the stars of each of these videos but the, annoyed customer in the slow lane is the same customer in all four videos so I'm thinking that's the most crude Walmart customer of all time. Scot:  [24:52] And you know what's going to happen is when people see people he's not lying they're going to get in it and argue and be like well why can't I be in the Express on I don't know if it's not clear who gets to you. Jason:  [25:04] I'm the guy standing in the back of the line at Starbucks that then pulls out his phone and does mobile order and pay cuz I realize it would be faster than thought you could you can imagine some of that in Walmart too. Scot:  [25:14] Yep you and I. Cool well we definitely want to save a big chunk of the show for Amazon's third quarter results and there's so much to cover we can probably go for three hours so I thought the best way to carve this up would look at some of our favorite. Platforms if you will. Amazon has yours five areas we want to cover, Court Commerce which includes the marketplace is the big one there's some interesting Wholefoods updates would be the second one, wilted bits around the ad platform we want to cover that which is number 3 in the number for would-be Alexa and conversational Commerce some really interesting topics there and then fits his little bit of a catch-all just been resting other. Nuggets that we kind of got out of the release so to be able to cover this and not have to go. Define everything over and over again we do point you to a couple of our other episodes if you want to if we say anything in this. Part of the show that doesn't make any sense to you then I would recommend going back to episode 24 which was our Amazon Deep dive we recovered a lot of these these topics and then. [26:18] Episode 89 we did a deep dive on the Whole Foods acquisition and what we thought was going on there. And then also Prime day when I talk a little bit about that today but you can get Fuller coverage by going to episode 93. So that at the high-level Amazon's revenues came in at 43.7 billion that's be billion which is 34% year-over-year growth and that beat the top end of Wall Street estimates by 2%. Jason way this works is companies come out and whenever they release a quarter they tell you what they think the next quarter is going to look like that's called guidance they usually give arranged historically I think like 9 out of 11 times in the last cut off, of those quarters Amazon is coming within the range sent you to give a renter Q3, and historically there's like almost a 90% chance they'll fall in there this time that they actually came in way above their own guidance so, Wall Street loves it when this happens that's called a beat and then with the company then gives forward guidance for that next quarter if that exceeds what everyone's thinking that's called a beat in a Race So This is a classic, beating raised you know it's kind of a You Know Not only was it a beaten raise but it would kind of trounce both numbers top-line and bottom-line forward current all that stuff. [27:33] You and I talked about this a lot there's a common misperception that Amazon is not profitable operating income beat expectations at 347 million Amazon doesn't really focus on the operating income is a metric they look at free cash flow and in that, performed very well during the quarter as well as we look at it as we drill into the core Commerce peace. Commerce retail grew 28% year-over-year growth, so just kind of a line folks e-commerce is reported by Consular that's my favorite metric at about 15 to 17% year-over-year growth so Amazon the retail part of Amazon is growing twice the rate of e-commerce which is pretty impressive. What. Books on Wall Street loved is in the second quarter a crew 23% see how this kind of 5% quarter-on-quarter acceleration so you know if we were charging this out there would be one. At 23%, YouTube and another died at 28% for Q3 so a pretty material acceleration of the business from second quarter to the third quarter. [28:36] So as you and I talk a lot that's the revenue for the core Commerce peace and that hides the underlying gmv so. GMB is when he's confusing things let me give kind of a little background before I go into some specifics, the the way it works is think about Amazon is to businesses you have the first party business which is a typical retail piano they get things from manufacturers mark them up. That's cause what they pay the manufacturer and then sales is what they saw them to the consumer so $50 which is marked up $200 revenue is $100. Easy peasy what complicates things is Amazon has this thing called The Marketplace or what we slang and Industry call the 3p and what happens there is I take that exact same widget at $100 and now because the accounting rules this is not. I get a lot of people to think Amazon's doing something 2 Furious it's just the the Gap accounting rules would Amazon sells $100 widgets through a third party. The they can only recognize their commission which is about 10% or an issue call this their take rate so that same widget that if it moves from one penis 3p now Amazon only gets $10 worth of Revenue. Just has the unintended consequence of hiding a lot of the impact of Amazon. It would call that transactional value of that third-party that hundred dollars not the $10 commission which is revenue we call that gross merchandise value in the world of marketplaces all of eBay. Got revenue is derived from transactional gmv a portion of Amazon's comes from 1p which where are GM vehicles Revenue in a portion comes from the third-party marketplace where Revenue equals. [30:18] 10% of gmv because that take red so with that being said the. What's frustrates people on this is Amazon doesn't really sees numbers and historically all Amazon would tell you was the percentage of units that come from third-party last quarter for example that was 51% that went down to 50% this quarter because you had one p got all the Whole Foods, first-party sales in there so it cut it for the first time you saw things kind of go from 3p to 1 P from a growth rate but it's cuz of that acquisition. [30:51] So starting in 2012 at Channel advisor we came up with estimates on GMB because we wanted to help retailers really understand this and and at least put a number out there that we thought was an educated guess. So we go to the calculus of figuring all that out. [31:08] What were you would end up with for example last year our estimate was about 277 billion just kind of put a number out there for for a rough estimate. Then at the end of 2016 Amazon change their financial disclosures and finally started to release. Did something called 3-piece seller service revenues and. The trick there though is that includes revenue from the marketplace but it also includes all third-party revenues from performing. And didn't really tell you how to split that up so there's this really wide range of gases that come out of there so so Wall Street now kind of takes that number and backs into it, and they come up with an estimate of 200 250 billion for that same time. So. The my way of doing it ends up at 277 they end up at 200 to 250 so you see these varying numbers to make it even more complicated. In that metric Amazon doesn't count books as one p they move them to 3p if the publisher counts it that way so it has this weird. Dynamic of of I I would not count that one of the reasons were off is they put a lot of the books over in. 3p and I think they should be over one paper anyways for the purpose of the discussion what was just think of it as you. Between 200 around 250 billion last year just kind of put a number out there that the agrees with both systems of doing this so. [32:37] That being said when you when you look at this what's interesting is historically first party has grown about 20% and third party has grown twice that pace at 43% maybe think about that for a second, to me that's the part that really competes with both retailers so so you have. Amazon's overall is growing 34% if you take out AWS it's growing at. [32:58] The Commerce peace is growing at about 30% but then when you look at the. The marketplace is growing at 43% so so really kind of interesting and something that retailers need to be aware of. [33:11] But what's happening is it's kind of an iceberg situation so what we see in Amazon's quarterly numbers is the tip of the iceberg which is their revenue you have to unpack that to get to the third party DMV. Add it to the first party DMV to get the total gmv and I think that's what matters because when Amazon third-party sells $100 widget. Walmart loses $100 didn't lose $10 on in the same is true for grocery and everything like that so so the total gmv is what really matters isn't how we should be sizing Amazon. So if we if we now look at the third quarter by my calculations of that 43.7 billion in the quarter, about 4.6 was from AWS so we take that out so it's clearly not in this bucket and that gives us there's some other Revenue but it's really relatively small and doesn't change the calculation so essentially 39 billion dollars on this from the retail part of the business. Of that 33 and a half is the first party which Lee's 5.6 billion dollars front for the third party so. So when you look at it that way third-party is actually a pretty small percent of revenues you about 20%. But then you have to take the 5.6 billion from third-party and x 10. Because of the the 10% thing so now you have 56 billion in GMD from third-party 33 billion ish from first-party you had those together and you effectively get 89 and a half billion in GMB for the third quarter so. By my calculations Amazon is effectively add in 90 billion dollar quarterly run rate from DMV that represents about a 360 billion-dollar average. [34:51] Annual run-rate. The u.s. is the United States 60% of Amazon so if you just want to look at to you as soon as I'm out of that 360 billion it's about 55 billion for the us and that gives the u.s. business a 215 billion run. So so just let me kind of put that in terms that. That makes sense so last year if you look at the third quarter on you end up with about 13 and 1/2 billion in June be so effectively Amazon Grew From 13 billion. [35:27] You make sure I get this right you should have JC Penney who I mentioned at the top of the show there at 12 and a half billion dollar retailer with with. 1100 stores so Amazon affectively grew your ear if you look at the DMV between Q3 last year and this year at JCPenney plus an extra billion dollars. The entire JCPenney not just online sales. [35:51] And then what's interesting at the Q3 2014 billion run rate it's going to be effectively a 50% growth so. [36:01] Joe Young Thug what it means is that Amazon will have if you look at the u.s. revenue. E-commerce which I want to look at a couple of the numbers like for sure they have 400 billion in the US at this kind of run rate Amazon will take him about half of the. Total online sales when you want to unpack the DMV and it's good because we're starting to see emarketer had some date out that started include the TMV a lot of people have if not really. Done this the right way I think in the now more than where you're starting to see people unpack that which is good. So going forward on Amazon put out fourth-quarter guidance. Between 56 and 60.5 billion again that really kind of was way above what Wall Street was asking for the fourth quarter this implies that the low range a 28% growth rate in the high range 38% growth range, 32 at the midpoint. You take that midpoint and you seem something similar to three metrics you're effectively get to gmv of about 110 hundred twenty billion, 45 of that comes from first-party 75 from third-party so. You look at that you're of your growth what happens in fourth quarter for Amazon as they just really search and, start to just take mass of share in the fourth quarter and then it kind of sustains going in the next year so effectively if you look at Q4, last year verses where they're projecting just a midpoint of next year it's effectively two and a half JCPenney is that the effect. [37:33] Gobble up in market share so and that's just at the midpoint if they come into the top range it's like three or four JCPenney's so I know I went to a lot of math, the punchline is Amazon is growing is about. Now it's more than twice as big as people think it is because of this hidden DMV under the surface. Jason:  [37:53] And it's important like I can't overemphasize half the media that covers Amazon. Still get this wrong right and they still just the use Amazon's reported revenue and talk about Amazon size and it's like just fundamentally wrong. Scot:  [38:11] Yeah I wish Amazon would just give it to him being number but the interesting thing haven't watched Amazon for 20 years now. Is one of Jeff Bezos his favorite classes was game theory in Game Theory you never want. Anyone really know what you're up to and until you absolutely have to tell them, there's a lot of case studies over the history of Amazon where they don't disclose things and they always play kind of funny games with math where they'll say so so for example we don't know how many prime subscribers there are they don't disclose the DMV should go back and do things but they got rid of some of my favorite ones that used to break down, the difference between media and electronics and General Merchandise so we had an idea for how those two categories are going as a switch some of these new metrics they got rid of those so, it's always this game of of kind of, why people think it's in the Furious but what Amazon's doing is in my experience when they when they think they have a strategic Advantage then they try not to tell people what's going on in that part of the business stuff because they want to protect, The Secret of that strategic management and I'll definitely put this market place as one of the top ones that they. 3 purposely do not disclose what's going on here because they don't want people to know how big this is. Jason:  [39:24] Yep and is it you sort of implied it but it may be as worth also stating that well it's possible to be profitable or not profitable in one piece else it's almost impossible to not be profitable in 3-piece house. Scot:  [39:39] Yeah if you the best proxy is Alibaba and eBay which are pure kind of marketplaces and those companies have like, 85 to 90% gross margins and then like 30 40% kind of net margins so you know a very profitable business of posited that the marketplace has been kind of cash cow that's really fueled started in 2006 all the way for the last 12 years that's what's fueled all the build-out in, Prime wellness centers all that because it's a hugely profitable kind of a line that the Amazon his pets humble down. Jason:  [40:14] Yep and your point because they don't have to break it out they don't show The Profit just from the marketplace and so you you get a lot of the this narrative where they they have to share the profits from from AWS in there they're fabulous and so you get a lot of people talking about well, AWS is the, the the profitable component that carries Amazon and in reality this this Marketplace is almost certainly a much bigger and more equivalently profitable. Business that that just say they don't have to disclose his ass as overtly. Scot:  [40:48] Yeah one of the one of the folks that really gets this is Mark Lori so he don't know the whole reason I started yet was effectually to go after this cash cow and then obviously Walmart has bought into that night, after imagine he spends a lot of time internally kind of helping educate folks there that this is going on because if you're a traditional retailer in my experience there are even more kind of. Blind but have a harder time getting their head around it because there's no offline analogy you know you can't point to something and say We'll look over there that's how that works cuz it's such a weird anomaly of the online business Amazon. Jason:  [41:23] Yep yep me you mentioned Prime members anything else we should cover on the the marketplace before we jumped. Scot:  [41:33] Quicken International really accelerated so it grew. [41:38] North America grew 35% International Group 29 International a couple points due to the impact of currency exchange of so everything I say takes that out, but I think the last quarter grew 26% so nice kind of quarter-on-quarter 26 to 29 per cent in the management team, I specifically called out International AWS and Prime / Prime day is as the the key reasons that they beat their expectations so I'll kick it over you do for some prime coverage. Jason:  [42:11] Yep and that you did trigger I guess it one last piece of editorial on the on the growth of the marketplace so if you add up that hole general merchandise value and I think you said that that you got that. Empire growth is somewhere between 28 and 38% so we call it let's call it 32% growth the. [42:33] The second largest e-commerce site which is way smaller than Amazon in the u.s. is Walmart they last cup of quarters have grown even. Much faster than that on iMac or so much more bass in so you think about, man Amazon which is arguably half of e-commerce are ready and they're growing at 32% and yet the industry average for growth is about 15% and so the reality is. There has not been a heck of a lot of growth for the rest of the e-commerce industry outside of Amazon. Scot:  [43:05] Yeah yeah I think small folks really struggle you seem eBay announce the results we didn't cover it specifically I think they're GMB grew five or six percent you know I think some folks had a surge kind of as they they played catch up but I think a lot of them are really starting to slow down as they they run into the Amazon buzzsaw. Jason:  [43:26] Yeah for sure and so as we talk about besides let's talk about prime prime is another one of those things that Amazon does not disclose as you mentioned in so it's left a lot of third parties to sort of, estimate what the prime memberships are in there was a lot of Buzz and a lot of articles, earlier this month I want to see around October 18th of the consumer intelligence research Partners released their updated estimate they've been doing an annual estimate for I think, two or three years now and this year they're estimating that there are 90 million Prime subscribers, which is up 25 million from their previous estimate right so they were, what was that 65 Million last year and 90 million now answer that that generated a ton of buzz but I think you and I have taken that with a grain of salt because, I'm not sure 90 million Prime subscribers really passes the smell test to me what about you. Scot:  [44:26] Yeah an enhanced again to it that's a u.s. number and there's the Census Bureau says there's 125 million households so that that would be like you know 60 to 70% coverage which feel tie, now there's not I've seen studies that show that kind of coverage at the high-end so you don't, got more affluent homes over index on Prime and they get up into the 67% but I think that's pretty aggressive to look at the whole us when, what I read the Wall Street research things were Amazon Street clever and they say we have tens of millions of subscribers and then they always everything is always relative like. It was our biggest day or we saw a 2X increase in sign on state they never give you a number when I, there's a fair number Wall Street folks that run surveys Witcher are always tricky but they're going into the you have tens of thousands of people in the survey sand, they they effectively kind of get to 60 million in the US and then another 30 internationally Prime hasn't been out in as many countries they're just really rolling it out to India for example most people. The metric size C say 90 million total 60 us and 13 on us so that would make this number pretty aggressive because I think you would have to have another. 30 on to that that 94 International so you it would be like 120 million all in so I think it's it's an over. Overstatement no one of the other things is. [45:58] All the Wall Street people are looking at paid Prime there are some free Prime program so there is prime for students and Prime for moms so maybe that adds another 5 or 10 unpaid Prime members and their but he and I have a hard time getting that 90 million in the u.s. number. Jason:  [46:12] Prime for government assistance as well not to. [46:16] Yeah and I I-10 and greet like just a couple of kind of benchmarks you can use to to just sort of check this, which tell you that 90 million is potentially possible but highly optimistic so so one thing to know is the analog equivalent of prime memberships is probably Costco membership so I think it was by far the most successful, membership base retailer out there and they have been phenomenally financially successful for a long time predicated almost exclusively on the revenue they generate from their memberships and Costco has 90 million, members so, you say hey if Costco could do it Amazon certainly could get there but it's doubtful there are ready there a particular you reconsider what, percentage of the u.s. population have embraced digital shopping versus the the percent that have have shopped in brick-and-mortar right and that brings me to, the second metric I like to look at the these Prime studies are not very big like this eirp thing I want to say was it a few thousand. Respondents in my memory might like what's even say generously 10,000 there's a much bigger studies that study, retail buyer penetration into the the the retailer in America that has seen the most us consumers is Walmart 95% of the u.s. Coshocton Walmart, 89% of the USA shop in McDonalds. You drop down to like 85% at Target and then you get to some of these these retards that are ubiquitous but Target more fluent Shoppers like Starbucks has reached only 48% of the US. [48:00] Despite how many Starbucks we see out there and those Studies have an Amazon is about 42 to 45% of the US have shopped Amazon so, there's a good news bad news thing there if your Amazon you go man we're performing terrifically and we've only reached 45% of us so we have a lot of growth left but if they only reach 45% of the US there's no way they could have 90 million Prime subscribers. Scot:  [48:24] Yeah and they're so there's two metrics there's 300 people in the US and then 125 million households so I think it's the one you just said would be against the 300, 45 yet should be like a hundred fifty million people have shocked Amazon see what expect you to be hard for. More than half of those two really be primary I'd be shocked so. Jason:  [48:45] Yeah nevertheless it was a interesting in the the Q&A after the, the announcement that the CFO had to answer a number of questions and you don't want it one of the questions is, hey how come you guys like see the guidance like what went better than expected and interesting Lee the cfo's answer was largely that Prime memberships, outperform their expectations expectations and specifically that Prime day, was driving a lot more Prime subscribers than expected and that, that that was having a carryover effect throughout the the corners so that Dad is super interesting wheat of course in our Prime Day episode we've talked a lot about the real gold Prime day being to get more Prime subscribers and here we have some some evidence from the horse's mouth that that's, exactly what it's what it's a exceed succeeding and doing. Scot:  [49:45] Yet even tired that International acceleration to Prime day being strong globally and getting a lot of global signups on Prime so the flywheel is Prime and Prime day is a way to remind people that it's out there, getting pulled in that flywheel in and get the flywheel going even faster. Jason:  [50:04] Yeah and I might take away from that that's terrifying is just, you'd expect that you know is Amazon girls they get more Prime subscribers at some point you hit this equilibrium where you've captured all the easy, Prime subscribers and it becomes much harder to acquire new ones and here's the CFO saying hey we've had pretty consistent Prime growth, and now we're seeing it accelerate and beat our expectations that that tells you that there's a lot of gas still left in this this growth tank. Scot:  [50:33] Yeah the other clue in the financials around us and again it's a little squishy but there is a line item called subscriber Revenue, and this is another way Wall Street kind of takes that in in the inside subscriber you have the revenue that comes from Prime. Which comes in many flavors now you have people prepaying annual you at like 99 bucks and you have monthlies go through here but then they have a number of other subscriber program so you have Amazon Prime music you have. The book program I think audible kind of falls into hear some parts of Ottawa so it's a little again it's so hard to pick a part. But what they said is the expression Revenue grew 59%. Not your rear and that was an acceleration it was I think 53% in the last quarter so again that kind of correlates to what's going on there and then they talked also about. [51:30] The echo so they said let's see. Within subscription Services music especially is working really well with Echo we're seeing a lot of growth in that area as we increase the number of Echoes so you and I are both examples of this where you have to pay a little bit of an upcharge you get, you get Prime music for free that were with your Prime subscription but to access it to your Echo you have to pay that $5 extra month this is one of those things you just kind of forget. Jason:  [51:58] A couple programs yeah you can pay 5 bucks a month to get it on a single Echo and they call this. Prime music unlimited so it's a bigger category library and you can have it available in a single Echo for five bucks a month or they have a family plan which makes it available to, on the mobile phones are five of your family members and to all the Echoes you own in in one household for 9 bucks a month, so I suspect you and I are paying nine bucks a month. Scot:  [52:27] I suspect that's true yes I remember I started with the first one and then like everyone want to listen to different music and it would specifically tell her she can't do that and then I was annoying so we upgrade it is very effective. Jason:  [52:39] In the in the last quarter they also added a feature to to the echo that enables multi-room music for the first time so now you can, you can email that same song to a bunch of different echoes in the same time or different music in each room it is become. [52:55] Pretty cool in terms of music playing device. Scot:  [52:59] You're very so no seeing that capability to shoot music to where we want to but at a fraction of the cost. Jason:  [53:04] Absolutely and I'm sure it was not Material in these reporting but there's actually one news source of what I assume is going to go into the subscription revenue for the first time they have added a. In-app purchase option for one of the echo skills. [53:23] See you now can pay a premium if you're using the Jeopardy skills to get access to more jeopardy games. [53:32] So I am not a big Jeopardy player on Echo apparently that's a big thing that I've totally missed, but I guess by default on the free app you can play 6 rounds are Jeopardy a day and you can only play that days Jeopardy so, now they blunch the service where you can pay extra, to get access to as many games of Jeopardy as you want every day and that in and of itself may or may not be interesting to you but to me what's interesting about that is, that means they put the mechanism in there to have, in-app purchase revenue for Echo skills and when you look at the other app ecosystems out there like at the iTunes Store the Google Play Store all the big money is in these. Free to download and an in-app. Purchase options in so that that potentially is a whole new economic ecosystem that's getting added to the Amazon juggernaut. Scot:  [54:26] Yeah it's interesting there there's a big tie in when you're watching Jeopardy and always fast forward to the commercial said it, makes you stop because it looks like you're back on Jeopardy but then it's an, a 30-second Amazon Echo Jeopardy tie and Commercial and then a big fan of mr. robot and they're doing a really big, think they're where you can the robots about this this devastating thing that happens on 59 so you can say Alexa what's the five nine news and it kind of like gives you news from the dystopian future so I don't know if there's any in-app purchase there but they're doing some really clever tie-ins with TV and then NFL and all that stuff's all tied together with the streaming part of what they do is just really getting to be pretty interested in an integrated with what they're doing there. Jason:  [55:12] And in The Coincidence Department it this week is actually the seven year anniversary of Watson winning that Jeopardy tournament and it it's funny to think, back then they had to rent the building next to the Jeopardy Studio because the IBM Watson computer that that, played in that that tournament was the size of the house and now of course there's a similar amount of processing power in the the new Google home Mini. Scot:  [55:41] Cool about Switching gears to your favorite topic grocery would what did you pick out early surround Grocery and Whole Foods. Jason:  [55:49] Yeah so a couple interesting takeaways it was only mentioned in the earnings. [55:56] They eat a lot of people are asking questions and we're interested in the future plans and Amazon did not disclose very much about the their future plans for Whole Foods. [56:07] Which going back to your point I think they like to play their cards close to their best when they can what was super exciting for the omni-channel nerds in the room is. Did they did add a new line item to the revenue reporting so for the first time they have offline Revenue line. And that the revenue in there for this first quarter was 1.3 billion. Which is a predominantly their Whole Foods revenue and that's from a partial quarter so I think that's only about 30 days of the quarter that the Whole Foods was in the Amazon number in so I assume that's. That's a new flavor of one Pier Avenue that shows up on this this separate line for physical stores the book store revenue is in that number I assume. Amazon has some kiosks and pop-ups and other things I assume all those things are in that number as well but I think they essentially said that all those things combined are somewhat in material. [57:03] In that number and sort of dwarfed by the the Whole Foods number so. Let you know this this first quarter that's not a particularly interesting number but I think it's going to be interesting to watch it grow and. I think enough quarters where Amazon makes big investments in growing the book stores which there are a lot of bookstore scheduled to open and maybe where we don't see a lot of growth that Whole Foods it'll be interesting to see whether that number moves at all. [57:28] You know if it's exciting for me that that number is going to be in there in the future. I didn't necessarily learn anything from this one it is interesting they are defining. [57:41] Physical stores as when the customer selects the item in the store so if you. Purchase something pick something out online and you schedule it for delivery to A Whole Foods. Locker for example or to one of those pick up locations that I talked about earlier. [57:59] That would that would still be considered an online purchase and that someone interesting because there is some variation in terms of different retailers, omni-channel reporting what what order do they consider an in-store purchase versus an online purchase so Amazon is clearly said. Brass it depends on where you select the item not words for Phil. Scot:  [58:21] The same day they always called the revenue net sales and now they call it online sale so so for the e-commerce people that's kind of exciting so now they have online sales and physical sales so pretty. What is a Wall Street analyst kind of said well you know what what else can you tell us now you've had Whole Foods on your belt for a Whole 30 days about the future. You're the CFO. Again plays a pretty close to that said nothing to announce but I think over time you'll see more cooperation and working together between fresh Prime now at Whole Foods and, we certainly seen that with the private label and it'll be interesting to see if if they leverage your for example we we speculated that that Prime now ability to do same-day delivery would be really nice, you know Whole Foods has partnered with instacart it doesn't make sense for Amazon to. Your fuel competitor they're effectively and use the prime now Network just called Flex to do same-day delivery so that was my read on that one I may be reading too much into it but. But interesting to see what they're going to do now that had the integrated for 30 days. [59:31] Another one that was too quick when I know we're Up Against Time the Amazon doesn't break out the ad business and we have talked a lot on the show about when we talked to brands, especially especially manufacturers removing dollars from Google advertising over to Amazon and. You'll see if I did give a little hint there so this lives inside of the quote on quote other line Amazon is specifically historically said advertising is the largest component of that there's a lot of dogs and cats in there I think there's some. I'm so the audible stuff that's not a subscription ends up in there and you know what you actually look Amazon doing like 80 different businesses and a bunch of them kind of live inside of here if it doesn't kind of the revenue. [1:00:15] IPhone to the previous categories. [1:00:19] But this line grew 58% in the CFO explicitly said advertising grew faster than other itself which means greater than 58%. [1:00:30] I'd be shocked if advertising wasn't growing north of 100% year-over-year based on annual anecdotally when I talk to folks this is the one area that. Everyone is really excited and seeing really good efficacy and then inside of Amazon everyone's moving over to these teams which is always an indicator the hot teams to be on it Amazon are Echo, private label and ads so you know I'd be surprised if it's not going well north of 100% so. I look forward to the day when it grows so big that Amazon has to break it out, see how big it is I think it's going to shock people I think this is going to be this kind of you know next multibillion-dollar business in this could be, really really really really bad for for definitely Google maybe in Facebook as Facebook gets to be a certain size. Yeah there's going to be a fight for one of the largest groups that spends money in and that's Brands and Retail and it's going interesting to see who wins this advertising Dollar Battle. Jason:  [1:01:28] Yeah I will say it's I have a feeling in the short run is going to be a mixed bag because that the estimates I've seen our kind of already in that 1 billion to 2 billion size business and in, I'm I'm sure you're right that that Google and Facebook, hate seeing a third player have a meaningful presents there but in some small way like again let's go let's be generous and caught two billion that that's still pretty small compared to Google's 90 billion, so for now it's not a hugely material competitor and I have a feeling with some of the antitrust conversations that are likely to come up in the the next couple years at Google and Facebook, don't be surprised if that the people making the strongest case for how big amazon are are Google and Facebook as they tried to demonstrate that they aren't monopolies. Scot:  [1:02:20] Absolutely. Jason:  [1:02:24] So this next one I know you have a lot of passion about because I feel like I saw you fighting about it on Twitter how many Echoes are out there. Scot:  [1:02:34] Yesu sisters interesting so the specific comment on the call was this was actually in the Jeff Bezos quote so if you're interested in the Amazon I definitely recommend either reading the transcript or listen to these calls out but also Amazon puts out a very lengthy press release, and, a lot of its kind of far away it's bullet points of everything they've announced in the last quarter which you know if you listen to show you already are well-versed in of course but I will skip right to the Jeff Bezos quotes kind of gives you an idea of what they want to focus on, I'm in the second piece of that quote I think the first piece was about prime day and. AWS and how awesome they were this is the quote so. Customers of purchase tens of millions of Alexa enabled devices so that was kind of interesting choice of words given Echo devices. Over 100,000 5 Star reviews and active customers are at more than 5 x since the same time last year and they talked about another explosion of skills and that kind of thing. So [1:03:38] So I was thinking so I put a tweet out there that said wow 5x is pretty impressive and I was thinking they probably went from 6 million to 30 million maybe 7 240 million. I don't think Echo would be half of prime at the fields aggressive so I was thinking somewhere in that range, and a guy John Wilson I think he's a listener he kind of said what I said. [1:04:07] I think it was actually smaller I think, yeah I read it was 20 million I was like that's really weird because they didn't disclose that what happened to someone took this the kind of felony Amazon strap that took this tens of millions Nate their logic was well they wouldn't say tens of millions and lessons at the very bottom of that range so let's say, you effectively 20 so I kind of came out with the number 20 because that's kind of how they read that math and then they said well, it must have been four million to 20 million so I just kind of thought it was interesting that. [1:04:37] Someone in his point was at Lex has a lot of hype and now lot of reality if it's just barely getting to 20 million users so I think it's kind of funny that you know when people fall into these Amazon traps that they've set. I read these things and I kind of think who would they say tens of millions is actually probably towards the higher and higher into that there, they're definitely the first thing I think is something big is here and they're hiding something and then the second thing I I tend to lean towards more of the middle of the range towards the height of those kind of a fun kind of argument to get in with John there and he agreed at the end that, this article kind of took a lot of Liberty with that quote. Jason:  [1:05:13] Yep that's a tricky you got to get into the Amazon mindset and not the the traditional mindset that a lot of folks are used to one slight tangent I totally apologize cuz I know where it was, going to be way over time for this this episode but you mentioned the Highlight section of the press release my favorite antidote is there this long list of highlights one of the Highlight bullets is, completed the 13 billion dollar acquisition of Whole Foods and another one of the Highlight bullets is that they successfully had bring your daughter to work day. Scot:  [1:05:43] Yeah it's really of a potpourri of what happened last quarter. Jason:  [1:05:46] Exactly so pretty pretty broad range of accomplishments is all. Scot:  [1:05:49] Yep yeah they don't really order them anyway I have a musty chronological order so we have never understood how they're ordered in there that's kind of random. Jason:  [1:05:59] But I'm guessing that bring your daughter to work day has to be a lot more daughters because there's some interesting information about how the the headcount is grown in Amazon. Scot:  [1:06:09] Yes sir one one analyst said hey if I do the math your head count is up 77% year-over-year and it d

EP102 - Code Commerce, Shop.org, and News  Code Commerce Code Commerce (the first stand alone commerce event from Recode) was Sept 13 and 14 in New York City. Andy Dunn - CEO of Bonobos Laura Albert - CEO of Williams Sonoma   NBA Commissioner Adam Silver and Fanatics Executive Chairman Michael Rubin Pinterest President Tim Kendall A Tour of an Amazon Prime Now facility in New York on West 34th Shop.org  Shop.org was September 25-27 in Los Angeles, CA. Marc Lore - President of Digital at Walmart Adam Grant - Author of the Originals Scott Galloway - NYC Professor, L2 Founder, and Author of "The Four" Tech Lab Amazon News Amazon looking for a second HQ location. Scot thinks Austin, Jason suggested Houston or Detroit. Amazon launched a new set of Alexa based devices Amazon renewed - Certified pre-owned products Amazon opening 6 new Fulfillment Centers in the US (and 40 in India): Oregon - Salem (8/28)  Ohio - North Randall  NY  - Staten Island (9/6) Michigan (9/14)  Oregon - Portland (9/18)  Ohio - Euclid (9/18) Alexa in BMW Kohls taking Amazon Returns Other News Walmart buys Parcel - NY same day deliveries Plated acquired by Albertsons - Meal Kits heat up Ikea acquires TaskRabbit - Help deliver and assemble Ikea products Jet launching private label "everyday essentials" line Wish $30m NBA sponsorship Holiday Forecasts - Ranging from 3.5% - 4% (Jason thinks that might be optimistic unless we get highly promotional) Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 102 of the Jason & Scot show was recorded on Wednesday October 4th, 2017. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at Razorfish, and Scot Wingo, Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. New beta feature - Google Automated Transcription of the show Transcript Jason: [0:25] Welcome to the Jason and Scott show this is episode 102 being recorded on Wednesday October 4th 2017 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host of lingo. Scot: [0:39] Hey Jason and welcome back Jason Scott show listeners. [0:43] Jason fall is go time in retail and I was looking in. [0:49] You know it's going by so quickly that you and I've been so busy, we did our listener appreciation event we had indochino and it turns out we have not done e-commerce news and Analysis since early September so here in episode 102 going to be kind of a quick hit of some of the news that's come out in the last 30 days, I so kind of mid to late September that we thought. Maybe many listeners are experiencing the fall like we are where are your so heads down getting ready for that critical holiday season you'd want us to help our Steven and figure out what are the Nuggets of what has come out in the last 15 or 20 days, alright so we're going to focus on those two of the nuggets are really trip reports and on both of these. I have to admit Mia Copa to our listeners. [1:42] Epic fail really I did not make it to either these events and I plan to go to both so the first was recode and that was in New York and the second one was shop.org in Los Angeles. And I have righty of things so hurricane kind of kept me from the first one then on the second one to scheduling conflicts between you and I and in a couple of. Things on the on my other day job side kept me from going there so I am on the edge of my chair to hear from you how those two events went. Jason: [2:11] Yeah and let me first start by saying for the listeners that were participating in the pool Scott played the hurricane card at 1 minute 40 seconds end of the episode so, so can graduation to whoever one that, and yeah there's so much going on I feel like we're going to have to go faster this is probably a 20 lb in the 10 lb bag episode let's jump right into Rico door code Commerce more more technically so for listeners that don't know, recode is great publication they have a very famous show on the west coast every year called code, and more recently they've launched a series of events that were specific to Commerce and most of those events lived on top of another Commerce event so they would have a dinner and a few speakers at, a shoptalkshow or in a RAV4 when one of those sorts of events and they've all been great events, so this was their first effort to turn it into a standalone event it was a day and a half. I'm just dedicated to speakers that they lined up in New York and for a first-year show I think it was really successful they had a pretty good turnout all the logistics seem to work out pretty well and. As is usually the calling card for these coat events they were able to get some pretty impressive speakers that you know I was interested to listen to. So because your time we're not going to be able to cover all of them but. [3:42] But really quickly a guy always look forward to hearing from his Andy Dunn who's the founder of bonobos there purchased this year by Walmart so he had a good good conversation with Jason Del Rey, you know a lot of it the usual ground was covered talking about like digitally native Brands and how Belushi Andy is on those and talking about how life is living inside of Walmart and, the cultural challenges that exist there andy is a guy that. Is is very bullish on the omni-channel experience and so living inside of Walmart and having access to their stores was. He felt like nothing that was a pretty big advantage and so you know I thought like he was well worth listening to. A little later in day one we had the CEO of William Sonoma water helper. You know a great brand great CEO I was a little disappointed at in her comments at a digital show she did not come off. Super digitally-savvy if I'm being frank and it's interesting because William Sonoma is a. Traditional retailer always relied on the catalog they Embrace digital early, and Gina today more than half of their sales are online and she spent the whole time talking about how stores were a differentiator and how how important the in-store experience was. [5:13] And how you know they sold a lot of categories that they felt like people just didn't want to buy online. And I think Furniture was specifically one in wow like I absolutely think there's a huge competitive advantages to a store experience and I think it's super important to honor. The stores it it sounded like a little bit like one of the old CEOs defending their investment in stores against the onslaught of Amazon. And that just seems surprising coming from the CEO of a a retailer that's been so successful in digital I would have thought she would maybe be a little more. Maura balanced and nuanced and she just seemed to be a strong advocate for the stores. So at the end of that day one it was kind of interesting joint presentation with Adam Silver who's the NBA commissioner and. The famous calendar industry Mike Rubin who's the executive chairman of Fanatics he also happens to be one of the owners of the 76ers and. [6:17] Famously started a number of successful companies in our space including GSI. And ShopRunner and I think was even on an episode of Undercover Boss. So my group has won the most successful guys in e-commerce so it's always super interesting hear from him you know you talking about Fanatics which is made to order. Jersey's online I think that's a super interesting category because I do think. Personalization is a a big up-and-coming play in. [6:49] Digital Inn in retail I think we're to see you a lot more products personalized and you know I think there's a lot we can learn from an early player like fanatics. It was a little funny seeing the two of them on stage together. Because you know my grooming is very anti Amazon and talking about how to compete against Amazon he mentioned that that Amazon tried to do the custom jerseys for the NBA before Fanatics took it over and. Wasn't successful and an implication being that was too hard for Amazon but Fanatics was able to make it it it work at scale. [7:25] And let you know I think there's there's a lot of interesting insights there and. You know he's sitting next to the commissioner of the NBA who sang Hey Amazon the super important partner and we're going to let you buy any of the jerseys you want customized on Amazon and essentially Amazon is going to be an affiliate for a fanatic so you know, what while Michael was talking about half and addicts had a differentiated experience from Amazon Adam Silver with saying, but if you prefer Amazon or your Prime member you can you can get anything that's been at Excel straight you know that's licensed by us straight from. From the Amazon and we understand that we need to be there because their big player and the the fall under that is, you know Amazon out punches their weight as a retailer in terms of mine share with with folks like Adam Silver the NBA commissioner because you know there's there's a realization that, Amazon is the content publisher and you know one day could own, the rights to broadcast NBA games and you know already has the rights to broadcast some some NFL games now and in so you know it's an interesting Dynamic talking about like. The retailer and the content publisher and you're sitting there next to Michael Ruben who's a retailer and an NBA owner so it was kind of a. Convoluted set of of interrelated issues but but I found it fascinating. Scot: [8:45] Cool that's definitely a whirlwind tour of the did you get to stock and done much at all. Jason: [8:55] I did not I left him alone, I will say props to Jason Del Rey Athena this is the reporter at at Rica that specializes in Commerce so this is really his event he I thought he did a bunch of interviews day one but I think yours also getting kind of, unfortunately he was under the weather so I think he was a trooper and most impressively he's a huge, long-suffering Knicks van and I sort of expected him to just have a lot of mixed questions for Brad I'm sober and he totally refrain from any personal comments so so Props to, previous guests on her show Jason Delray for doing a good job even shorter updates, Tim Kendall is a present at a Pinterest was on I thought he was really smart and it was interesting like you know he talked about how he thinks, a small minority of people on the Pinterest platform want to conduct a Commerce transaction on his platform and that's fascinating because most people would talk about Pinterest having the highest buying intent of any of the social networks and he's flat out saying most people don't want to see a buy button, on Pinterest he's right you know we have shoppable pins their increasingly successful but in most cases, what customers want is to get inspiration on Pinterest and then they want to go to the e-commerce site to actually consummate the purchase and so that that was interesting, you know there for many years there's been a lot of folks out there talking about how you know. [10:26] Traditional e-commerce sites might not even exist as all the purchases move to Facebook and Google and in Pinterest and here's the president of of, the one that supposed to be most successful and he's saying hey you know that doesn't seem to be what our customers want to do, so I thought that was super interesting and then they too they move the venue to Hudson yard which is a. [10:50] A really interesting new multi-use development going up in New York that's going to put a lot of retail can I have an Amazon bookstore, and they did a bunch of on-site opportunity so you could go to her the the newest Nike Town you could visit a couple digital startups, and one of the options was to visit an Amazon Prime now for filming Center that it's in Manhattan on 34th Street. And so I'm sad to say I did not get to go on the tour it signed it booked up really quick but I did hear from a few folks that went on them, and you know the reminder is is Scott reminded me right before the show there's 45 of these Prime now facilities. I'm out there and they're they're designed to hold the smaller sort of stuff that people wanted in one day and they do the one or two hour delivery, I said it's one in Manhattan is right in the heart of Midtown is on 34th Street which of the story retail street it's across the street from the Empire State Building it's on the same. Street is the largest Macy's in the world and what a lot of people were surprised by when they walk in this facility is, there are bunch of Pickers running around pulling stuff out of bins and there was almost no automation. In that the facility at all and I and you know most of the attendees expected to see a bunch of Kiva robots or, you know at least some sort of out of me to picking system and what apparently they were told is, that at the moment like every one of these facilities is a different configuration and that it's still too early in the evolution of this concept. [12:24] For Amazon to cost-effectively Skillet with automation, and so I I just found it interesting that they already got 45 of them out there and in their world that that's not enough yet to automate it and that that, you know these things you know I have a lot of clients that have automated fulfillment centers for e-commerce that that looked a lot more advanced than apparently this Thing 2. [12:49] Did I surprise you at all. Scot: [12:50] I think even know where that. Offering isn't its life cycle it doesn't suit so Amazon always going to start some the customer works the way back and what that means is, you're okay being inefficient on the back end as long as you can still deliver a great customer experience or I would say they probably put the. The bulk of their effort like 70% or effort into the front end and the front end is getting better all the time and you can tell they're just like really iterating that super quickly for example when they close the whole food food steel that stuff was in there a day one and in that kind of thing so it does fit in with the, the Amazon DNA to to hide sometime hamsters in the background going on there. Jason: [13:35] Yeah well and sure enough you are correct so then you can barely get home from that show do a little bit of client work and then back on the plane to Los Angeles for shop.org. Scot: [13:50] Yep and so fun Jason fact you truly are the retailgeek you met your wife for the first time seven years ago was that Dallas. [14:01] Did she see you kick a I remember that one vividly because we got to go to the the Cowboys stadium in kick field goals did your wife like see you kick a field goal and say if that's the man I'm going to marry is that kind of how it went. Jason: [14:13] So partly I did go to that event with my now wife she did in fact see me kick a field goal and it's highly unlikely that that. Favorably influence her in any way and it's equally unlikely that she she at that point realize that she would one day marry me I took a little more work. Scot: [14:35] A lot more feel quotes. Jason: [14:37] Exactly yeah it is true that my right leg maybe one of my my best assets but it's still not that good. Scot: [14:46] Okay well congrats to you on seven years meeting go meeting your wife just shows you that shop.org anything can kind of happen when you're there. Jason: [14:55] Exactly I remind people you know I want talks about you know how important the networking is if he shows and you know I certainly agree with that. Scot: [15:03] Cool suicide from relationship status changes what was going on at shop.org this year. Jason: [15:10] It was an interesting year a lot of changes in, you know what what to me is that I could sort of the one of the quintessential shows in our industry, I said that she was in Los Angeles at the Los Angeles Convention Center, the show is in Las Vegas next year the shows always moved but after next year they haven't answered it's permanently going to be in Los Angeles so this is kind of the new home of the show of the Las Vegas Convention Center is is, is a great facility it's very large in the whole downtown area around the convention center that used to not. I have any amenities and you know frankly wasn't very nice and, are you leave wasn't very safe has been heavily gentrified and it was a super interesting Vibrant Community that's kind of. Popped up and in a most importantly for the professional trade show attendees amongst us there a lot of good hotels now to stay out there, so I like the venue the production values of the show where you know felt like they were like you know Franklin upgrade from past years and I suspect that you know what some of the newer shows like shoptalk out there that they can raise the bar for everyone and it felt like, like shop kind of followed suit, the Treaty of Paris interesting because the what they now down as they've taken all the content and put it in like auditoriums, all around the trade show for so the trigger for a sort of the Hub in the whole event they set up this really comfortable garden with like casual seating and free drinks in the middle of the trade show for so people could kind of loiter. [16:49] I know there's a lot of concern about like, noise pollution from from all the the content being around the trade show floor and I would say that stuff all worked out really well, if anything the convention center was so spacious that even though the the booth space was apparently a sell-out it just felt really roomy, In-N-Out on the good news that felt really comfortable on the bad news it made the show feel less busy. Because the tiles just weren't as crowded as you you might be used to from previous years, but they did have this new section on the floor that I really like it's sort of the technology Pavilion so it's a bunch of small or newer exhibitors in many cases a lot of exhibitors from other countries and instead of being extravagant boost that you had like pods in this area and so there was a lot of the the cool Innovation stuff was in that section, I think it was like an expanded version of something we saw at in a rough this year so I like to see that Trend continue, and then I did not get to catch all the content I unfortunately had a pesky client that, wanted to meet in the middle of shop.org in another city so I actually had to fly in for the last day. So I didn't get to catch all of the presenters Wednesday was a good day. The Adam Grant is a professor at NYU and wrote a great book called The Originals he's actually a. An organizational psychologist that sort of helps figure out the most successful organizational structures he gave us. [18:21] A really good presentation in the morning and you know one of the key themes that I that he talked about is. [18:30] How. [18:32] What a negative effect of the wrong people in an organization or in the wrong roll or on the wrong team can have any organization so he had to start a quote that resonated with me. It's nice that the right people on the bus but it's much more important to keep the wrong people off the bus and he was he was talking about how that's a common organizational mistake. I just liked his presentation because I really feel like. Organizational change management is one of the most important things for any any retailer or brand in surviving digital disruption. And it's kind of one that people don't think about it very much so it's interesting to see an academic that's exclusively thinking about that. [19:08] And then his the presentation right before him is a Scott Galloway who's super well-known in our industry. Professor at NYU does very funny does a lot of really. Thought-provoking controversial humorous content and so for the most part I hate him because he's generally just like a better version of me. [19:33] Funny are better-looking right more often kind of thing and he has a book that just got published yesterday. And the book is called the four and it talks a lot about the that these the sort of you know four horsemen. That are in his mind Google Facebook Amazon and Apple. And he has this notion that each of them in a sort of appeals to a particular brain part part of the body so. Google you know it appeals to the brain and is really associated with our rational self. Facebook is not associated with the heart and is associated with our emotional sale. Amazon is associated with the gotten really in a deals with our sustenance and needs and Apple has by far the best position they're associated with RR reproductive organism. And and it sort of associated with sex in so you know I think Professor Galloway like. Basically would say an is on it or apple is likely to be the most successful most profitable of the four companies as a result of of there, you know picking the right organ to go after but he had a lot of interesting, content if I have a criticism of Professor Galloway he repeats a lot of content and he's so popular that like most of his stuff is on YouTube so I, frankly if you are a close fall of hers I'm not sure of his I'm not sure you saw a ton of new stuff at. [21:06] Shop.org but if you're not super familiar with him you know I think it all is really interesting stuff that that would definitely makes you think, I have already purchased this book and I'm looking forward to reading it I got one book ahead of it in my queue. But I was glad to see him there and you know we probably should break down and have him on the show at some point even though I am kind of jealous of him. Scot: [21:31] He seems to have it in for Amazon lately like everything I read he's kind of saying they don't pay enough taxes they should be split up. [21:41] It's kind of interesting he seems to Canada if I have a an anti Amazon bias in the last like month and a half or so. Jason: [21:48] So he didn't interview with Tara Swisher on recoat a couple weeks before Amazon bought Whole Foods and he, he mentioned that Amazon could easily get in a brick-and-mortar that you know I'd be simple matter for them to buy someone like Whole Foods and so he he's gone a lot of credit for correctly predicting Amazon's acquisition of Whole Foods which I think it's Toy Fair again I fall in lot closer than most people and I I know he just makes a lot of unlikely predictions, and some of them come true and his kind of and as you get it would expect a lot of them don't come true in most of us forget about those and, you know one of the funny ones that he he sort of makes fun of himself is, about two years ago he predicted that Amazon had reached its peak and was likely to fail and that their lack of stores was a, an Achilles heel that they couldn't overcome, International in his presentations he he likes shows a graph of their stock price in the last 2 years and he started marks that point when he predicted they would fail and of course they're the. Fastest growing stock on on. The market since he predicted they would fail so I think that may make him slightly negative on Amazon but I think you know she I think his position is. [23:02] Doterra bad things for society about all four of these companies and that their you know are matters of great concern I keep you know he. He talks a lot about the. Facebook's influence on the election and that you know because Facebook to leadership is so young they probably don't fully appreciate the thread that Russia is to us I think he talks a lot about. Some of the downsides of all the power that's aggregated in Google I think you definitely likes apple the most of any of these companies and you're exactly right he's talked a lot about, the fact that you know for every dollar of Revenue Amazon generates they employ half as many people as a brick-and-mortar retailer used to so he thinks knitting at the really bad for jobs and because you know, they've been really successful in his mind it not earning a profit like he definitely believes they're very profitable company that manage their R&D to make sure that they don't, book a significant profit every year which I think he agrees is a smart play but that that's resulted in them not having to pay a lot of taxes and so it you know he shows a graph of. Amazon and Walmart over the last 10 years and Walmart is. Has paid 84 billion dollars in taxes in those 10 years in Amazon's paid 1 billion dollars in taxes and of course the market is rewarded Amazon you know with with. Vastly more market cap growth in those 10 years than it has. Walmart and I thank you rightly points out you know there's some of these Trends there they continue you know have some. Meaningful social impact so I'm looking forward to hearing more about that when I read his book but you know he definitely the guy with strong povs and and he generally has a. [24:43] A pissy way of sharing them. Scot: [24:47] Cool any so that's good any broader Trends you picked up on has this machine learning thing kind of have we gotten past that or is that still everyone's banging that drum. Jason: [24:58] Nope that is the drum, like the big train that all the presenters are talking about it both shows that you know a boy Tori got had to get stamped on every booth at shop.org is the whole deep learning cognitive Computing thing, and you know we've done a couple deep dies on that so I'm not going to rehash all that territory right now. [25:23] It is a super important Trend butt, like in my mind a lot of its importance is getting diminished by the fact that it just being treated as a throwaway buzzword by so many people in our industry for so many different purposes. Scot: [25:39] That it on shop.org. Jason: [25:41] Well the one and I did not get to see this line but I got to watch a recording so Mark of Lori did an interview Mark does not do a ton of public speaking and so that like there's a great gift for shop.org so you get, Andy done at Rico Dandy reports to Mark market reports to Doug mcmillon the CEO of Walmart. You know which I imagine has to be a funny Dynamic cuz you know Marcus is probably worth multi billion dollars between. Selling of Quincy to Amazon and selling of Jetta Walmart it was kind of the one-year anniversary of the sale and it was just it was interesting to hear his his POV on the Acquisitions he talked a lot about another, all the Acquisitions that he's made and when he's continuing to make find a kind of falling into two camps so he would say he purchased a bunch of these companies. Just for their merchandising chops and their access to product lines that Walmart didn't have access to so you by ShoeDazzle to get more shoe expertise and to get more shoe lines that the relationships with the vendors and and smart merchants, alone make that sort of an immediate Roi acquisition for Walmart and then he would talk about their acquisition of the digitally native Brands like bonobos and ModCloth, being a much longer term strategic play and, you know this this goes to a a show that I think we're going to do next week about private label an Amazon private label in particular Walmart and most big retailers have a big strategy to. [27:15] Build more important house brands that you know used to call private label but in some cases these far surpass. Private label and it seems clear that you know part of Walmart strategy to build this portfolio of valuable brands of consumer want that you can't get on Amazon is through acquisition and so you know he I think you would categorize ModCloth in Bona BOCES. The first of of presumably more Acquisitions in that space so it just kind of interesting to hear his framework for the acquisitions. Scot: [27:47] Awesome any other shop.org updates. Jason: [27:51] I think in the time we have that's probably going to have to cover it because I feel like we, you know it's been a busy just news months since we last did news and I know there's a ton of the Amazon news and some other industry news we want to jump into that. Scot: [28:09] Yeah and it wouldn't be a Jason and Scott show without. [28:27] So the first big piece of Amazon news is what is commonly referred to as hq2, so on September 7th that Amazon I just kind of randomly put out this announcement that they were accepting. Rfps for their second headquarter City and these are peas and courage cities to be. Aggressive they had to kind of till the end of October to submit their bids and and it also is very detailed. Unlisted what Amazon was looking for in a city and important things and and how to highlight your city and whatnot then that is really just dominated the the the. The new cycle for for the last 30 days so probably actually be glad when they make their announcement some kind of will tired of talking about HQ to be honest. [29:18] What it was now so I kind of felt like Austin was a good one because the biologic is Amazon. The retail business is Amazon is relatively mature and really got a core density. Both in Seattle and then the most number of employees for retail are in the phone at centers so it seems like you're going to open another headquarters level kind of operation is mostly going to be. The the newer generation Amazon things I'm sure they'll be some retail folks there but it'll be the minority let's say 10% so they're going to hire. [29:54] 8000 people maybe 800 will be kind of retail random people and then the people that are in HQ around retail tend to be buyers and and developers of the site. [30:03] So then you're left with like who else is going to be in there and where I kind of come out is the echo family the AWS family and these kinds of folks and, when you look at Amazon's R&D budget I think that ends up being a lot of Engineers so so I think you're going to let you know if I, if I kind of play that out Amazon near needs to be near an engineering Hub and. Austin's really good one we have one here in Raleigh-Durham Boston's another area and then, like that Carnegie Mellon quarter there so. The Northeast has a lot of negatives that so I don't really think it hits a lot of things they want to do there so I coulda ended up with Austin it's kind of his is where I think it is so did you give it a lot of thought to this one Jason. Jason: [30:44] A little bit like there's been a lot of interesting talk since they want us if it's a scam if they already have a location and that in that this is just a big PR stunt that. Did they ran soda. Be interesting the people speculating that all think that the the foregone conclusion is a different city so they're not unanimous in that which is funny. [31:07] Austin certainly seems like it's in the running I jumped on Twitter early on in this and you know trying to make it out of the box call Houston it just been hit by the hurricane and I I really think the whatever City wins is going to have to pay a fortune in Economic Development funds to Amazon to get them there so there's going to be, huge concessions Amazons not going to pay any, property taxes for for 20 years and whatever this headquarters is and it's it's frankly probably going to be an economically bad deal for whatever city does it, it's a little bit like bidding for the Olympics, and so it has to be a city that has a bunch of money to waste on that and I informed that criteria I think Austin might struggle to come up with a package and it occurred to me, Houston's going to get a bunch of federal money they're going to need to rebuild the whole city they have proximity to a lot of the same universities that Austin does and so I thought it could be interesting that could be a way you know a great PR move for Amazon to help, rebuild that you know the hurricane damage City and in Houston I haven't heard anyone else jump on that bandwagon so if I'm, if I'm right that'll be great but the lack of people that agree with me has me a little nervous about that prediction you know the. The sort of emotional favorite for me would be you know they really want to win the pr bad all they had to go to Detroit and Revitalize Detroit and Detroit actually does meet a bunch of there. Their criteria so it's going to be interesting to see how it all plays out like you know I don't know. Scot: [32:44] Yeah yeah I don't think Detroit has enough engineering people there so we'll see. Jason: [32:49] University of Michigan though. [32:57] So that I did see some interesting press releases about a potential new Amazon device which was a wearable they were glasses that had Amazon Alexa built into them in so that, when you first see what about glasses you think about a. Yeah heads up display and Google Glass and all that it was actually the glasses were. Convenient way to deliver the earbuds to your ear, and the idea was to have a in a persistent access to this always-on digital assistant in Alexa and so it'll it'll be interesting to. To see if that product ever meets the light of day as we record this Google just just made their big announcement for the new pixel phone and one of the accessories they announced was I said that your butt, that are specifically designed to put the Google assistant in your ear at all time so it seems like like that. Yeah I could be an interesting battle grams of you know what year based personal assistance. Scot: [34:01] Yeah and that's my big ass cuz I know, dresses listening so mr. besos the big ask I have for a new platform for Echo Alexa is wireless earbuds so I have airpods in the Syrian or face is just terrible I can never get it to play music on Spotify or anything else but Apple music. So would love for you guys to salt that for me. What it was I was excited about so it shall advise over the years I've gotten a lot of these folks that sell refurbished product and there is there's a big set of consumers that love the option to trade down to this kind of product to that has been. Retail certified that it is it is I've been. [34:44] Yukon to a process usually by the manufacturer certified that it's like new and it has a warranty, I also know this refurbished so Amazon's had kind of weird policy on this that kind of let it you do it but then they don't give you the tools as of that kind of seller to be successful and is it not really meeting the customer's kind of needs so. [35:04] They announced that a new kind of marketplace area called renewed and that that's exciting cuz I think. [35:11] That's a really big area Amazon hasn't nailed yet and it's going to be good for a lot of the larger sellers to do that. This is just kind of like super not sexy but it's really important because this is where Amazon is really kind of. Dominating your woman that's first phone is in her build out so just kind of looking at some that we haven't talked about on the show quickly and just starting kind of. Towards the end of August to August 28th announced a million-square-foot Facility in Oregon in the Salem area. And then they also at about the same time the Ohio so organized Ohio in those are about a million each and then they are doing their first fulfillment center in New York and that's going to be in Staten Island that's 855. Thousand square feet then on the 14th of September the announcements again with a million 3rd or 4th in Michigan. And then in the day it's kind of funny like a literally 20 days after they announced the second fulfillment center in Oregon they announce the third and this is going to be in Portland and it's going to be a million square feet. Something's going on in Oregon's so there's there's a lot of Amazon love in Oregon right now on their building fullness centers as fast as they can just kind of find land. And then the kind of in that Vein on the 18th they announce that yet another Ohio one this one's and Euclid so it was kind of. [36:36] Smaller is 600000 square feet which is kind of a. [36:39] Effort by Amazon Sanders and some microphone the center that must have been some function of the land I checked and it still a normal FC it's not up sortation Center or prime now or anything like that the other one is. [36:52] The Washington Wizards was kind of talking about the Indian e-commerce market and just kind of. [36:58] Dropped the Amazon now has 44th element centers in India this is priced me because I don't think they would announce a lot of new filling centers in India that I've seen this is pretty well researched I thought they had like 10 so. Does a little surprising to me. [37:14] Pretty sure the Cialis would not say that without having fat checked it six ways so I think that's a new data point that's pretty interesting that that indicates that the the level investment. Amazon's making India who sings her hundred million bucks to build out so that that kind of feels like. I was surprised 3 to 4 billion dollars there which frame signs effectively nothing but you're pretty interesting that that India is releasing stupid wrap up as well. Jason: [37:44] That is crazy I wonder is there a way to make money on the stock market I feel like tons of investors forget that Amazon is going to spend a fortune every Q, 3 opening a bunch of fulfillment centers to get ready for the holiday season and just seems like there's always that's always going to be a negative profits quarter for them as they say is they. Spend all this capex on these fulfillment centers in I might surprise by people being surprised by it. Scot: [38:09] Yeah what it does is it kind of likes all these ones that are now it's still kind of a crew and they won't hit the piano until they launch they opened is my understanding how the accounting work. Listening to your point it's like they take this really big non-cash hit the Dave I've been doing out the cash overtime and it will create this kind of you know negative accounting thing on there their typical leave it on this one of the reasons, they really like to focus on free cash flow and versus because you have cash cash is cash and accounting rules don't change the cash coming in and going out and so, when your building dis many phone as soon as you can imagine that the accounting rules really start to add up on you. Jason: [38:48] Yeah I can only imagine I maybe should have mentioned in the shop.org announcement that, that are recapped it was a surprise event that Amazon put on Indian asked a bunch of new Alexa devices and the first thing I found interesting about that was unlike Apple or Google it like, you don't announce the event several weeks in advance and build up a lot of anticipation. As far as I know Amazon didn't give anyone any morning they sent out an email in the morning saying hey we're having a press event in Seattle in 4 hours. [39:21] Which which means you know there's a bunch of reporters that now have to live in Seattle and they announced a significant refresh of the whole. Alexa line in so we mostly driving cost down so. [39:38] They took what used to be the bass Alexa and they shave $50 off of that they improve the speaker improve the Aesthetics a little bit. They they put a new product in the line at the the price of the old or Oxo that now includes a home hub so the ability to control a lot of home automation devices without a third party hub. And so what that means is. You you don't even need the Philips Hue White kit you can just buy individual bulbs and you can control them direct from your Alexa and so you know clearly one of the things Amazon that has has. Noticed is that setting up. [40:17] That configuring home automation is still too difficult and plugging in and getting interoperability between all these products is difficult so it seems like they're trying to address that problem directly and make it. Easier to unboard new products and add new products to your smart home. [40:33] So that'll be interesting and in the goofiest product that they watched in this thing is a set of buttons that are designed for family games and I think particularly designed for like a version of. Of a trivia in Jeopardy that that you can play on the Alexa where each family member has a button and you hit your particular button to buzz in and get a chance to. [40:56] To answer a question that Alexa asked so like I thought it was Goofy but I'm sure I'll order it said about them. Scot: [41:03] I'm surprised you haven't preorder this. Jason: [41:06] And I guess I forgot one important when I have pre-ordered some of the products in advance I can't even remember which ones are pre-ordered there's a new version of the echo. That has a screen on it. And this looks like it's predominantly made to work as an alarm clock so. You know it's a small form-factor device with a smaller screen than the. The Echo Show and it seems like much better ergonomics and it's designed to sit next to your bed and you know I can have a persistent clock face and do all these different things. You know that you I know we both have lunch echoes in her house the you're my wife and I each have a clock next to our side of the bed like the last thing I'd want to do is add two more Echoes to my bedroom and I feel like they'd all be competing here are commands. Scot: [41:51] Yeah yeah that's what I guess. [41:56] The did you see that there are another car OEM at Alexa at the BMW they're going to have the Alexa capability. Jason: [42:05] Yep and that seems like a pretty cool car to have the Alexa in you know voice interface makes sense in a lot of places, but for sure you know one of the places that makes the most sense is in the car cars of Ed, natural language interfaces for a while and they all hip hugely sucked in so you know. Seems like a pretty big competitive Advantage for for BMW to have what everyone you know feels like is the you note for this along digital personal assistant and the best natural language interface, in their vehicles. The book side is if you're any retailer other than then Amazon you know it sure sucks to keep seeing Echo win all these OEM deals, you know if anyone ever needs to do any add any products to their shopping list or do any auto reordering or any of those kinds of things while they're driving, you know Amazon certainly going to be in pole position for all the all those orders which is not good news if your Kroger or Walmart or Target or any of those guys. Scot: [43:11] Yep I the most controversial Amazon news he recently was Cole's announcing they're going to take Amazon returns about half the folks I kind of saw a comment on it said this is genius this is going to drive foot traffic to Kohl's you know people come into Kohl's they'll drop off their Amazon returns in the shop and that that's a genius thing the other half said, this is a deal with the devil they are going to know the coals is simply paying to to run Amazon return center sport where they fall out on that one. Jason: [43:44] I think it's really smart, and the reason I say that is you like there's all kinds of opportunities to partner with Anna's on their front of me and almost always, there's some huge downside to partnering with Amazon you're exposing them to a bunch of data that they're going to use to compete with you you're giving him a bunch of Revenue that they're going to use to compete with you you know all these Frenemy Arrangements. by definition have have something in it and it's pretty unappetizing but the Kohl's deal as far as I can tell the super one-sided. [44:19] Kohl's isn't giving up any data about their customers they're not sharing anything proprietary with Amazon they're creating a reason for a bunch of of digital Shoppers to walk in the cold store, during holiday season and there's going to be an opportunity for serendipitous Discovery there it just seems like. You know when one of the the most favorable deals I seen someone do with Amazon in quite a while so I thought it was smart what what. [44:46] What do you see as the potential downside. Scot: [44:50] Well that's good take a broom in the store so I imagined me an Amazon Locker kind of thing so it's not entirely clear how many. Ask me up a minute so you know if it's an Amazon Locker then that's essentially having a big amazon ad in your store. And then who's to say that people can't order stuff and pick it up there so that I don't know there's a trade-off there and if you have to staff at that's even kind of a little stranger so we'll see. Jason: [45:19] I don't think we've seen the details yet so that's fair enough it's funny when I say that if you shop at Kohl's so they set up a bunch of extra customer service centers during holiday so that you know you can, do returns and and a half after checkout and. [45:36] You know things like that and so I just sort of assumed that I would be an extra function you could do it any of those return terminals in the. [45:43] In the store in Holiday would be to return your Amazon packages. Scot: [45:47] Could be we'll see. Jason: [45:48] It's been over a month since the Amazon took over Whole Foods and we're starting to see some interesting. Recaps on the how that's played out you know. Everyone of course made a lot of buzz when it look like Amazon was lowering a lot of prices, on day one when they took that over and you know Amazon got huge amount of PR credit for that which you know, probably negatively impacted market cap on how much other grocery stores but it's been interesting we're now starting to see some. Evidence that that. Does price reductions dramatically improve traffic in the stores and they drove a bunch more bodies into the store we certainly saw evidence that there they're selling a lot of the Amazon private label 365, on Amazon platform and maybe even sold out of a bunch of problem products and created some supply chain problems, but I've also seen some interesting analysis that, did all of the price Cuts early on were pretty strategic and that a month in it doesn't look like it's really cheaper to shop for a basket of 100 items at Amazon Whole Foods, then it was before the acquisition and so you know the way they've lowered some some prices that they actually raised some other prices and that you know it, it looked a lot more like a perception change than a fundamental pricing strategy change. Scot: [47:17] Yep the one of them. [47:20] More interesting reports was from Foursquare where they actually kind of can measure store traffic if they look at at check-in translate they believe that the traffic was up 25% since the acquisition so, whatever they're doing seems to be driving more people into the stores which which is I think the desired go there. Jason: [47:36] I was also surprised in a day when they did something really impressive to me they had a car displays in all the stores, which is non-trivial to execute but a month in it looks like a bunch of those displays were even temporary and so it does not appear that they're going to be permanently merchandise saying Alexa and all the Whole Food stores at least. Scot: [47:56] There's a bunch of interesting m&a so it was just kind of go through the sand and talk about it come out in a package so Walmart acquired parcel. Plated was acquired by Albertsons Ikea Acquired taskrabbit and there's kind of a definitely a delivery on demand theme there what do you think about those acquisitions. Jason: [48:21] Yeah I mean that they all certainly make sense Walmart had already announced that they were looking to do same-day deliveries in New York I think that's primarily for Jet and so parcel is a, you know presumably the vehicle that used to do that you know meal kits are exploding category and in grocery home delivery of meal kits has a bunch of cause problems as we seen in, Blue Apron so so Distributing them through a you no pick up in grocery store makes a lot of sense so I thought that was an interesting play by Albertsons and then the taskrabbit one is kind of most interesting, one of the big big at impediments to Ikea stuff is Ikeas are in inconvenient locations with giant parking lots, and you know it's often not not appealing to drive out to and a Kia and then you get something that you have to assemble at home and so I don't know what percentage of taskrabbit tasks are actually buying in assembling Ikea furniture but, you know it potentially address is like you know a pretty big impediment to a key expanding their market so that could be really clever. Scot: [49:29] Young speaking of m&a we're celebrating the one-year anniversary of Jet and Walmart so congrats to all those guys and when this happened there was enough. Kind of like the Kohl's return thing there was about half the folks thought this was genius another half thought this is going to fail this marketplaces tiny Walmart's just going to let you know not be able to grow it and yeah I think the results look promising so far as to certainly the stock like, stock market likes it so Walmart stock has reacted really well over that that. And then you know e-commerce has grown I think the last quarter they announce is about 63% growth so, I know that that's all pretty good news do you think it was a is it time to call it a success. Jason: [50:17] Yeah well I'm not sure that one year is a short of time to, to make that determination on a three billion dollar acquisition but I actually think the first year was successful it clearly drove some cultural change at Walmart they did a bunch of other Acquisitions that it's doubtful they would have done, without my glory being there so that that certainly seems to add a lot of value in a Walmart just needed a good story to talk to the market about Heather competing with Amazon and, the jet acquisition certainly gave them that in and they've had this, terrific performance and I do think some of that is definitely related to to Mark in the new team in the directions they're setting but I also think, a lot of that growth is coming from Walmart's expansion in a digital grocery which is probably something that was underway, before Mark got there and so I'm not sure you can contribute all of the phenomenal e-commerce growth Walmart and last year to jet, but that the. The progress that they made that in many ways is most impressive to me is in the year that since that acquisition, they've expanded form like 10 million skews online to 57 million skus online which is, largely through the marketplace which I know you know something about but that seemed like, you know a pretty significant change and is apparently driven a lot of their success as the larger assortment and the the shift to focus on everyday essentials so. [51:51] Add all that up and I certainly don't think anyone has indigestion about the acquisition it at Walmart at this point. Scot: [51:59] Yeah yeah I'm a big fan of the selection stretchy nothing. Mark you mentioned it at the top of the show from the shop.org interview acquiring this Brands a lot of people look at that like it's crazy but I think you get access to anything that you can make exclusive like like the cost of for bonobos or any of those kinds of things that's a huge in this kind of selection battle and and, Alec Mark Clearly understands that and it's starting to play the game kind of at the same level Amazon has been so I think it would be fun to watch. Jason: [52:29] For sure and speaking of that there was some new news like just this week which was the jet is launching its own private label grocery brand. Scot: [52:39] Yeah this is so kind of a little teaser here, private label is a huge topic Laden's kicked off Mary Meeker had this presentation that she does every year and she talked about. Private label in the context of Amazon and showed the batteries Amazon private label battery is kind of taking a risk than one spot so since that and I kind of the spring, private label is really flared up and we're going to do a deep dive in our next episode so, I definitely stay tuned for that that topic will be specific to the Amazon private label offerings Sofer as as relates to judge you think. That's a smart plan or what what's going on there. Jason: [53:18] I think it's a really smart plan for all of Walmart to own some successful private labels and I think relative to some of their competition that's been one of the area that they are areas that they haven't made as much progress as they like so I certainly you know I'm interested to see them try it like I don't know enough about the program to know the nuances of the brand is it actually branded yet or is it just something they're testing in jet first and, eventually go to Walmart like I think those are all going to be interesting things, things to watch but I certainly think in the long run Walmart in jet need to own some exclusive Brands and going to cpg space is certainly going to get a lot more, competitive before it's all said and done. Scot: [54:08] Yeah and I know we're getting tight on time so going to kind of the lightning round the holiday forecast for coming on in RF always does it at shop.org and they said all in its going to be 3.624% this holiday which, it seems to be pretty darn bush, and I think in that call it at you implies that non-acidic caught non store Commerce is like they're kind of coded word for e-commerce you stay so I prefer e-commerce and I think they said 15% for the holiday. PWC is out with theirs and, they are showing that she didn't put a. [54:46] Number they said people going to spend 6% more this year than they did last year and I don't know if that means like. [54:53] The forecast is 6% because you got kind of like at all I guess you could assume more people will shop for less people show up an endowed chair that number. So and then does not like. Around 90% said they're going to shop in stores so I guess that makes sense with about 10 to 12% of sales online so. All good but I guess 84% said they also shop online so I guess this proves omni-channel is a thing. Jason: [55:20] I think you might be right I think it is a thing yeah I feel like a number of the holiday for Castle come in and for stores they're all in that like 3 and 1/2 - 4%. And then you don't you see, Miss 15% like I'm sort of Ebenezer Scrooge on these things in a way it's a silly thing to predict because. That the growth is so dependent on the pricing in the promotions like you can grow much bigger by by selling stuff cheaper and losing more money in so pretty thing the growth without also predicting the the promotion levels is. Not super useful to me. But these guys are all burden by like data and scientific methodologies and You Know It dance mathematics and all that sort of stuff I don't have any of that stuff and so to me it seems like. [56:08] Aren't you don't think your holiday season is going to be as rosy as these guys are all painting like I think if we get the 4% growth in all of retail, it'll be because it was a hugely Promotional and unprofitable holiday. I think we just have way less doors and so there's going to be blessed up in the pipeline which means manufacturers are going to, I sold the last stuff through I don't think it's going to be a bad holiday season and you know any hugely negative comps but, 4% feels a little Rosy to me and I actually think the account number could be higher but a huge caveat there, even though it's 15% you know Walmart's grown 60% the last two quarters, a lot of that from grocery and groceries opening super fast at Walmart so they're going to have way more grocery for this holiday so they could do 60% for this holiday and Amazon's going to do 25 or 30% for this holiday which essentially means the rest of e-commerce is down. [57:07] If that whole industry only grows 15%. Scot: [57:10] Yep yep I think. Abortion e-commerce said I think we're going to see kind of a high teens number from I think it's going to really be a year of acceleration on that one controversial speaking promotions promotion that's out there is the Marketplace Marketplace that focuses on bringing really super cheap Chinese Goods into the us there now says 30 million dollar NBA sponsorship and a lot of the NBA jerseys now feature the wish look up so it'll be interesting to see if that. That is very kind of in-your-face kind of promotion for an e-commerce company that we haven't seen before. Jason: [57:45] Yeah and I mean it makes perfect sense cuz when I'm watching basketball something to happen to me all the time as I suddenly realize I need a particular color fidget spinner and only 6 weeks and so I think now it's going to remind me where I can get that. Scot: [58:00] You have an emergency. Jason: [58:03] A six-week emergency. [58:05] I think it's totally interesting that they're making the investment and and like in a bylaw demetric switches making. You know it is an is a meaningful player like I do I'm not a big fan of the customer experience of 6 week delivery I think that like. [58:22] Has got a limited appeal in in this world and which were we're getting to minute delivery from from our friends in Amazon. [58:32] But I think that's probably a great final word luckily I didn't invite anyone from wish to have a counter perspective, and we have used all that a lot of time so, hopefully Wizards where will the stick with us through the fire hose treatment and got some interesting stuff as always weeding courage you to continue the dialogue on Facebook if you disagree with any of our positions we'd love to hear about it there's anything we didn't cover that you like to hear about suggestions are always appreciated, of course if you really enjoyed the show, we love you to go to iTunes and give us that five star review if you hated the show you know don't feel it necessary to leave a review at all. And thanks everyone for listening. Scot: [59:19] If you need to show you can call Jason on his home phone number which is just getting thanks everyone for joining us and happy Commercing.

According to a recent NPR/Edison Research study of smart speaker owners, 42% of people surveyed say it has become essential to their everyday lives, 47% say they use it more now than they did when they first got it, and 65% say they wouldn’t go back to life without them. And of all the folks who took this survey, 76% own the Amazon Echo. Although I didn’t take the survey, you can count me in all these numbers, as ever since I bought my first Amazon Echo almost three years ago I’ve been fascinated by how it can do so many things by only asking Alexa. So I was more than excited to speak with Dave Isbitski, Amazon’s Chief Evangelist for Chief Evangelist, Alexa and Echo, to hear more about how the device came about, how the Echo/Alexa combo is impacting customer behaviors and expectations, and where he’s seeing voice-first technologies taking us in the future.

In our previous post, we touched briefly on the latest version of Ford SYNC, and how the platform will integrate with Amazon’s Echo (Alexa) service. In this video, Todd spoke with Jack from Ford who gave some more detailed information on how SYNC will be able to integrate with Echo: Voice recognition allows drivers to … Continue reading Ford SYNC Integrates with Amazon Echo at CES → The post Ford SYNC Integrates with Amazon Echo at CES appeared first on Geek News Central.