This week me and my Watching Amazon show co-host talked a couple of times about Amazon’s latest earnings report. And despite revenue going up 20% year over year, many financial analysts and pundits were disappointed that Bezos and Co. didn’t meet expectations, causing the stock price to take a sizable hit. So John and I dug in and spent a few minutes talking about the whether the short term impact of a huge investment in moving from 2-day free shipping to 1-day free shipping will be worth the short term hit on the latest earnings report.

Then we get into an interesting story of how before Amazon opened up their cashier-less, AI-driven Go stores, Bezos did a walkthrough that changed the direction of the shopping experience. And possibly these two stories together help to illustrate why he’s the wealthiest man in the world, and why we’re just a couple of guys Watching Amazon….