Comments by "Robert Morgan" (@RobertMorgan) on "penguinz0" channel.

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  226. This whole story is similar in some ways to the retail wars of today, and the major factor: physical locations. Blockbuster Total Access at the end of their run was better than Netflix because they had the huge network of existing physical stores to return and rent from. It's similar to the current war between Walmart and Amazon. Amazon is now opening physical stores all over the US, when supposedly their advantage in the first place over traditional retail was their lack of physical stores and their subsequent overhead costs. Turns out people actually DO like to shop in a real store still in very large numbers just as much as they want to look at a photo/review/description and click buy. I've said for a while now that the logical conclusion is Walmart, the far larger company, buys/merges with Amazon in what would probably be the largest business deal in human history, maybe the first ever trillion-dollar-level deal. It makes sense, Walmart owns the physical, their store footprint is unmatched and their own in-house shipping and logistics system is like if you merged fedex with UPS and gave them the resources of a major world power's military. I remember being in college and looking at the coursework for a degree in logistics/transportation, there are literal minor concentrations focused on The Logistics of Walmart, they are the world leader in supply chain and inventory management. They built their own independent, completely in-house internet system/credit card processor/phone system based on their own private proprietary global satellite constellation, they were doing Elon Musk-level shit before there was a SpaceX. Couple that kind of IRL dominance with the techno-superiority of Amazon's online presence, it's over. There would be no competition. It makes so little sense for them to compete when they're two perfectly tuned parts of a perfect machine. Imagine the day when you can have a large portion of your Amazon products delivered not in days, but in only as long as it takes you to drive to any of your nearest 4700 Walmart stores and picking it up. And the stuff they don't have on hand, their combined national warehouse and private shipping network can have to the store of your choice in a day. It would put UPS and Fedex out of business.
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