Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Excess Returns
00:00
The Future of Amazon's Fulfillment Center
We wanted to kind of see where there are still pain points and we saw the Kiva robots that's an acquisition Amazon did a long time ago. In our meeting today we're talking about a company not gonna say the name but potentially could be an investment of ours they could help identify one of those two big pain points I'm just curious on the Amazon thing it just made me think of this like how far are we away from like a world where like drones are just bringing the packages to our house? And is that way out in the future like crazy stuff or is that something that's coming in like the next few years?"
Transcript
Play full episode
