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Cliff Notes: Exploring Amazon's $9 a Month Healthcare · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally, your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
• 0:50
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 0:55
  Speaker 1: border and families will be protected.
• 0:57
  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: Let's talk about Amazon nine dollars a month healthcare play.
• 1:06
  Speaker 3: The nine dollars a month healthcare play from Amazon available
• 1:10
  Speaker 3: for Amazon Prime members.
• 1:12
  Speaker 4: There you go, Why not? Makes a lot of sense.
• 1:17
  Speaker 5: They already, UH were in this space.
• 1:19
  Speaker 6: We knew that they were having shipments directly to people's homes.
• 1:24
  Speaker 5: They purchased one medical in February.
• 1:27
  Speaker 4: It was like world acquisition. They purchased pill pack.
• 1:29
  Speaker 6: The purchase like they've already been doing. Like this shouldn't
• 1:32
  Speaker 6: come as a surprise. So here it is nine dollars
• 1:35
  Speaker 6: a month.
• 1:37
  Speaker 4: Well, okay, let's talk about it. Let's give some details unless.
• 1:41
  Speaker 5: You want to start eating.
• 1:43
  Speaker 7: Yeah. I think from and that's why I posed the
• 1:45
  Speaker 7: question earlier.
• 1:46
  Speaker 8: If a presidential candidate were saying, hey, if I get elected,
• 1:49
  Speaker 8: I'm going to make healthcare for all Americans nine dollars
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  Speaker 8: a month, what they win, I think it would be
• 1:55
  Speaker 8: a landslide. I don't know if the margins would be
• 1:58
  Speaker 8: on this, but I do think because Amazon has been
• 2:01
  Speaker 8: a laggered in the tech space, I think this could
• 2:04
  Speaker 8: be one of the things that drives them over. They
• 2:06
  Speaker 8: already have amazing fanfare amongst Prime members, and people will
• 2:10
  Speaker 8: use it. There's a general happy disposition when you think
• 2:14
  Speaker 8: about Amazon and using a platform. But if we look
• 2:17
  Speaker 8: at other medical experiences going to a doctor, it's not
• 2:21
  Speaker 8: the friendliest.
• 2:21
  Speaker 7: It feels kind of cold.
• 2:23
  Speaker 8: And I know that they need more doctors in their
• 2:26
  Speaker 8: ecosystem to do some of these checkups. But if they
• 2:30
  Speaker 8: combine the tech infrastructure that they have with that fast delivery,
• 2:34
  Speaker 8: and if it remains nine dollars a month for a
• 2:36
  Speaker 8: long time when the economy is being compressed for most people,
• 2:41
  Speaker 8: this is going to be a landslide victory for them.
• 2:45
  Speaker 8: There are only two spaces to be in if you're
• 2:46
  Speaker 8: in America, healthcare and tech. And some may argue that
• 2:49
  Speaker 8: healthcare is not truly healthcare. I understand that, but this
• 2:54
  Speaker 8: is Obamacare. The idea of it in tech form keeps
• 3:00
  Speaker 8: it like if Biden brought this out, and it's it's
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  Speaker 8: interesting to see that even a tech company is doing
• 3:07
  Speaker 8: things for the people that leadership will not do. This
• 3:11
  Speaker 8: is going to have a tremendous impact on the stock
• 3:13
  Speaker 8: over the next four or five years. It's been one
• 3:15
  Speaker 8: of my favorites in stock club for four or five years,
• 3:18
  Speaker 8: and I think this is only push the stock higher.
• 3:20
  Speaker 7: Yeah.
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  Speaker 6: So the company, well, it's called Prime war Medical, so
• 3:25
  Speaker 6: it goes to Prime members. So it covers unlimited access
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  Speaker 6: to twenty four to seven on demand virtual Mike can't
• 3:31
  Speaker 6: we can't see, including video chats with license providers within minutes.
• 3:36
  Speaker 6: So this is We've seen Amazon do this before. We
• 3:38
  Speaker 6: covered this the diapers dot com story, where you know
• 3:41
  Speaker 6: what we saw diapers. We're gonna take their business right,
• 3:45
  Speaker 6: their business model. We're gonna make it cheaper. Eventually they
• 3:49
  Speaker 6: won't have business and we'll purchase them and extinguish them.
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  Speaker 6: So think about what happened over the past three to
• 3:56
  Speaker 6: four years in the pandemic. We couldn't go to the
• 3:59
  Speaker 6: doctor's office. We had to schedule virtual calls. You think
• 4:03
  Speaker 6: that Amazon sat back and said this isn't a business
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  Speaker 6: opportunity if CBS is doing it and Walgreens is doing it,
• 4:10
  Speaker 6: and we have the infrastructure, we have the data, right,
• 4:15
  Speaker 6: and we have the delivery, which those companies don't.
• 4:19
  Speaker 7: Right.
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  Speaker 6: So they find they find one medical they purchased that
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  Speaker 6: for four billion. At the time, people are like, well,
• 4:24
  Speaker 6: here they go again. Right, they bought Whole Foods. Why
• 4:27
  Speaker 6: are they doing this? Now, here's the reason. Right, you
• 4:31
  Speaker 6: knock out all these other providers. You become the provider.
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  Speaker 6: Not only do you provide twenty four access to too care,
• 4:37
  Speaker 6: but you can do drop medication right, and you can
• 4:41
  Speaker 6: also have a third party providers interject when it's less
• 4:46
  Speaker 6: serious issues. So now you've become a virtual hospital and
• 4:50
  Speaker 6: sense where you can now have patients speak to somebody,
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  Speaker 6: get the medication, and if it's something that is non
• 4:56
  Speaker 6: threat life threatening fluid checking, you can have people actually
• 5:00
  Speaker 6: third parder people come to you. They're wiping the competition
• 5:04
  Speaker 6: out in the healthcare space. This is how they into spaces, right.
• 5:07
  Speaker 6: They don't come and they like, we're just gonna tell
• 5:10
  Speaker 6: we're gonna know. They're coming in to dominate, like they're
• 5:13
  Speaker 6: done in every industry that they come in.
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  Speaker 7: Yep.
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  Speaker 8: And how do you compete on that? Based on price?
• 5:19
  Speaker 8: That's why I compete on price. Somebody's always gonna undercut you,
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  Speaker 8: and even if it's a loss leader, at some point
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  Speaker 8: they'll find a way to scale it. The interesting thing
• 5:26
  Speaker 8: to keep your eye on is to see if they
• 5:28
  Speaker 8: can be able to squeeze three dollars and fifty five
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  Speaker 8: cents or four dollars of profit out of that nine dollars.
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  Speaker 7: If they do that, oh, what's gonna be a tough night.
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  Speaker 8: Because the thing that United Healthcare may have, which is
• 5:40
  Speaker 8: a stock that I do like in that space. No,
• 5:45
  Speaker 8: I haven't met one person in life that's like I'm
• 5:47
  Speaker 8: just in love with United health Care. Like the biggest
• 5:51
  Speaker 8: arbitrage is the brand and bachelorship or fan love or
• 5:57
  Speaker 8: brand loyalty that a person may have earners.
• 6:01
  Speaker 5: What's up?
• 6:01
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• 6:04
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• 6:08
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• 6:10
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• 6:15
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• 6:18
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• 7:51
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 7:54
  Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
• 7:58
  Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
• 8:02
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 8:06
  Speaker 1: some of the heinous migrant criminals caught because of President
• 8:10
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 8:14
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 8:19
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 8:22
  Speaker 1: one hundred thousand illegal aliens.
• 8:24
  Speaker 2: Have been arrested.
• 8:25
  Speaker 1: If you are here illegally, your next you will be
• 8:29
  Speaker 1: fined nearly one thousand dollars a day, imprisoned, and deported.
• 8:33
  Speaker 1: You will never return. But if you register using our
• 8:36
  Speaker 1: CBP home app and leave now, you could be allowed
• 8:40
  Speaker 1: to return legally. Do what's right. Leave now. Under President Trump,
• 8:45
  Speaker 1: America's laws, border and families.
• 8:48
  Speaker 2: Will be protected, sponsored by the United States Department of
• 8:50
  Speaker 2: Homeland Security.
• 8:51
  Speaker 8: And if you begin to have a good experience and
• 8:53
  Speaker 8: let alone, if the process is fast and I'm going
• 8:55
  Speaker 8: to coverage, they'll find a way to make it better.
• 8:58
  Speaker 8: Even when Prime came out, Prome was okay at first,
• 9:00
  Speaker 8: and they quietly added benefits to it. You have a
• 9:03
  Speaker 8: year to make it unstoppable. And I kept saying tech
• 9:07
  Speaker 8: and healthcare is the only two things that you really
• 9:09
  Speaker 8: need to be in. Apple's making the foray Like, so
• 9:11
  Speaker 8: now if you have that AI plus fanfare plus healthcare
• 9:16
  Speaker 8: at an affordable price when most people are priced out, Yeah,
• 9:20
  Speaker 8: they got another empire.
• 9:21
  Speaker 6: Do you even think that they want to make a
• 9:23
  Speaker 6: profit margin that wide? Like if we're saying nine dollars,
• 9:26
  Speaker 6: if they're making four, I think they might even be
• 9:28
  Speaker 6: content making a dollar.
• 9:30
  Speaker 3: Does anybody? Does everybody know that the story of diapers
• 9:32
  Speaker 3: dot com put yes in chat? If you if you
• 9:35
  Speaker 3: if you're putting on in chat, if you're not familiar
• 9:38
  Speaker 3: with the stories of because do com.
• 9:40
  Speaker 6: Even if they make a dollar from it, this is
• 9:42
  Speaker 6: not the core business. AWS is by far the core business.
• 9:46
  Speaker 6: Whereas other companies, this is your core business. They're just
• 9:49
  Speaker 6: coming into the space, right and so having a profit
• 9:52
  Speaker 6: margin of four dollars on that nine might be great,
• 9:54
  Speaker 6: but they might say, hey, we might take a loss
• 9:56
  Speaker 6: for the first two years. We can afford to take
• 9:58
  Speaker 6: the laws we take your customers. You can't afford to
• 10:02
  Speaker 6: take the lost you'll be out of business.
• 10:04
  Speaker 8: A lot of people, they get enough of them if
• 10:06
  Speaker 8: they get six seven million people who need healthcare at
• 10:09
  Speaker 8: a time when they're priced out.
• 10:10
  Speaker 7: But you want to tell the service shot.
• 10:12
  Speaker 3: Yeah, A lot of people are not familiar with the
• 10:13
  Speaker 3: story service dot com. So I think it illustrates business,
• 10:18
  Speaker 3: and it illustrates a variety of all the different things
• 10:21
  Speaker 3: when it comes that comes into place.
• 10:22
  Speaker 4: So diapers dot Com, this is.
• 10:26
  Speaker 6: A legendary episode, what too, Yeah, it might have been
• 10:29
  Speaker 6: an episode two for sure, I think.
• 10:31
  Speaker 3: So startup company internet during the Internet craze when everybody
• 10:35
  Speaker 3: had the dot com and they they had a unique
• 10:38
  Speaker 3: business where they were actually shipping on diapers to mothers.
• 10:43
  Speaker 3: Very easy, yeah, diapers dot com. But it was needed
• 10:47
  Speaker 3: because you know when when you know, you got to
• 10:50
  Speaker 3: go to the grocery store to get diapers and it's
• 10:52
  Speaker 3: a hassle and then you don't have enough, and so
• 10:54
  Speaker 3: it's like they found the way to kind of circumvent that,
• 10:57
  Speaker 3: and that's what they did. So, Mike, can we get
• 11:01
  Speaker 3: the full screen on this mic? So what they did
• 11:09
  Speaker 3: was start a company and they started making a lot
• 11:11
  Speaker 3: of money and Amazon caught note of it, and executives
• 11:17
  Speaker 3: that Amazon sat down with the CEO of Diapers dot
• 11:20
  Speaker 3: Com and offered.
• 11:22
  Speaker 4: Them a buyout. They wanted to buy the company out.
• 11:26
  Speaker 3: They saw they saw that you know, it could it
• 11:28
  Speaker 3: could be very profitable for the situation, and they thought
• 11:31
  Speaker 3: it was gonna be big, and they did not like
• 11:34
  Speaker 3: the offer that they were given, and they respectfully declined
• 11:38
  Speaker 3: the buyout, and as a result, Amazon started to sell
• 11:43
  Speaker 3: diapers direct Amazon Prime without charging them, of course, and
• 11:47
  Speaker 3: they they undercut them and they discounted it so much
• 11:52
  Speaker 3: that Amazon actually started losing one hundred million dollars a month.
• 11:56
  Speaker 3: They were losing one hundred million dollars a month on diapers.
• 11:58
  Speaker 3: But they didn't really care out losing one hundred million
• 12:01
  Speaker 3: dollars a month, because the whole point was to bleed
• 12:03
  Speaker 3: out the competition to the point where they could just
• 12:06
  Speaker 3: bankrupt them. And that's exactly what they did, and diapers
• 12:09
  Speaker 3: dot Com went belly up. And then they brought diapers
• 12:14
  Speaker 3: dot Com for a much lower price than they originally
• 12:17
  Speaker 3: offered them. And when they brought them, they fired at
• 12:20
  Speaker 3: every every single person.
• 12:21
  Speaker 5: That dissolved the business.
• 12:22
  Speaker 4: Yep, no longer needed mafia head.
• 12:26
  Speaker 6: You know what, Thanks guys, We'll take it from here,
• 12:28
  Speaker 6: and goodbye to diapers dot Com. Good night, long kisking night.
• 12:33
  Speaker 5: Yeah. And that is business.
• 12:35
  Speaker 4: Yeah.
• 12:36
  Speaker 3: So that in a nutshell, my friends, is is a
• 12:38
  Speaker 3: perfect case study of how ruthless business can be.
• 12:44
  Speaker 6: And and that's why you got it. If you you
• 12:47
  Speaker 6: better have money. If you want to go to war, yeah,
• 12:50
  Speaker 6: you better have money. This is this is a promise.
• 12:54
  Speaker 6: You know what they're coming for next year. You kind
• 12:55
  Speaker 6: of alluded to it earlier. It sounded like it was funny.
• 12:59
  Speaker 6: But yeah, you can buy Honde on Amazon dot com. Okay, well,
• 13:03
  Speaker 6: and everyone local Hondi. But you know what happens next.
• 13:07
  Speaker 6: It becomes every automotive company, right GM right, what happens
• 13:13
  Speaker 6: to cars dot Com, what happens to auto Trader? You
• 13:16
  Speaker 6: know what happens to all these sites where that became
• 13:20
  Speaker 6: their sole thing.
• 13:21
  Speaker 7: Again, that's the one with the vendor machine Carvana tough.
• 13:26
  Speaker 6: Right, Now, what do you do when they have the
• 13:29
  Speaker 6: database that they have right when they're not looking at
• 13:32
  Speaker 6: this as their main source of income?
• 13:34
  Speaker 5: Again, AWS is the shining light. This is just.
• 13:38
  Speaker 6: Another piece that they're adding to the business. You can't
• 13:42
  Speaker 6: afford to lose money.
• 13:43
  Speaker 5: They can. They might bleed you out again.
• 13:46
  Speaker 7: And they have a bigger customer database.
• 13:50
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 13:54
  Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
• 13:58
  Speaker 1: accused of murdering a Texas of Venezuelan charged with filming
• 14:02
  Speaker 1: and selling child pornography in Michigan. These are just some
• 14:06
  Speaker 1: of the heinous migrant criminals caught because of President Donald J.
• 14:10
  Speaker 1: Trump's leadership. I'm Christy nom the United States Secretary of
• 14:14
  Speaker 1: Homeland Security. Under President Trump, attempted illegal border crossings are
• 14:19
  Speaker 1: at the lowest levels ever recorded, and over one hundred
• 14:22
  Speaker 1: thousand illegal aliens have been arrested. If you are here illegally,
• 14:27
  Speaker 1: your next you will be fine nearly one thousand dollars
• 14:30
  Speaker 1: a day, imprisoned, and deported. You will never return. But
• 14:34
  Speaker 1: if you register using our CBP home app and leave now,
• 14:38
  Speaker 1: you could be allowed to return legally. Do what's right.
• 14:42
  Speaker 1: Leave now. Under President Trump, America's laws, border and families
• 14:47
  Speaker 1: will be protected.
• 14:48
  Speaker 2: Sponsored by the United States Department of Homeland Security.