tom: let's go clay christiansen. the word disrupt is in vogue.seen disruption like this. jeffrey: we are in one of the greatest technological revolutions of the last 200 years. it is changing every thing. the question comes back to the climate. who is going to win this race? china has adopted industrial china they call made in 2025. they are going for the future. smart shipping, smart vehicles. robotics. advanced technology. what are we doing? we are trying to go back to the 19th century. cold. are you kidding? this is handing the industrial leadership to outside the u.s. tom: let's look at the america first policy. this is jeff bezos penny stock. this is amazon. what is so important about the chart is not the story, it's the persistency of the innovation trend. this is one example and retail. how this government in still innovation into an american society? juliette: i don't think it's a problem. the innovation is there and consumers are voting with their dollars. they are changing the way they consume in the industry is responding by how they a