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Bezos had seen what Netflix did when they switched from DVDs to streaming. If you're not raising the price on someone, are they going to really complain if the content isn't that great initially? Or will they be thankful for what they see as like added value? On the Walmart side, Walmart plus is only a couple years old. They had talked about a membership program for a long time. And they struggled with the idea that we believe in everyday low price.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode