The Existential Threat to the Current Status Quo in the Commodity Industry

In some ways, I believe that the commodities sector is the largest e-commerce opportunity out there. In the B2C area, it's pretty much done, right? We've got Amazon, Flipkart, and then we have other retailers that are trying to push online as well, like Walmart. For certain commodities for sure, there is the potential that the current incumbents face an existential threat from outside the sector with regards to just your Alibaba's of the world.