Why Walmart Will Succeed at Automation

Walmart's not that different from Amazon. I mean, Amazon's got Amazon Web Services, but Amazon Web Services is a commodity business now too, because you got Google and Microsoft doing the same thing, and now it's retail. I think Walmart's gonna do the same thing. I think they've been copying the Amazon playbook as much as they can. They got the capital to do it. They've got a great online product. And it's not like they're gonna sit around and say, you know, let everyone else automate while we don't. And I think the kind of robots that we're talking about for distribution and order picking, I think that those kinds of robots are a lot easier to build. than a lot of other kinds of robots because they're assigned a very specific task. It's not a very sophisticated one. As long as the information about who gets what is correct, and that's always been there, it's just translating that into a machine. And that's an easier translation than, for example, reading footnotes. Easier to say, hey, if we know where all these products are in this big warehouse, let's get them funneled into this basket that is held by this one robot that is responsible for so-and-so's order.