Right plan. Amazon reached the shoppers first.
You turned Shop into an agent that buys anywhere, a year late. Amazon spent that year inside every shopper's phone.
The Shop agent ships, and it's good. Amazon's agent is already on 200 million phones. Your stock is down 50%.
The CFO: Shop has 40 million users! That's still a lot of people, isn't it? Isn't it?
OMNI: NOT SO FAST! 40 million users. They open it to track the parcels I ordered.
- A. Put the Shop spending chart before the board. Bet the job on 3x.
- B. Let a lab buy Shop. We keep the checkout. Cash now. The rails stay.