The Amazon way: mixing ones and zeros with nuts and bolts

This podcast episode explores how the convergence of the physical and digital worlds is shaping the business landscape. It discusses the historical context of this convergence, the examples of companies like Amazon and Rivian that combine physical and digital infrastructure, and the importance of investing in both aspects for business success. The episode also highlights the challenges and opportunities faced by companies like DoorDash and Aurora, which rely on physical assets while leveraging digital capabilities. The speakers stress the need for adaptability in investment decisions and the importance of opposability of mind and long-term thinking.