NZS - Resilient Without of the Money Optional Companies

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In the early days of Tesla, that was a very highly path dependent situation. And if one thing changed or didn't go according to plan, the Tesla or SpaceX wasn't going to make it dot toast. The other dimension you want to pay attention to is optionality and obviously early Tesla early SpaceX had huge optionality associated with them.

Amazon. No company has impacted the internet — and all of modern life — more than this one. We’ve waited seven years to do this episode, and are so, so excited to finally dive into every nook and cranny of this legendary company. And of course because we’re Acquired and this is Amazon, we couldn’t contain it all to just one episode… even a 4+ hour one! So today we focus on Amazon.com the retail business, and we’ll have another full episode on AWS coming soon. And because all great series are trilogies, to fully understand Amazon we highly recommend starting first with our previous episode on Walmart, which truly is the giant’s shoulder that Jeff Bezos stood upon. Let’s go!!

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