it have you ever been the subject of a dave clarke tweets?nd he's maybe refreshingly combative because most amazon executives will sit back quietly and this is what he believes. i think the reputation and i've talked to tons of amazon operations folks amp putting together my portrait and even people that felt discarded or trampled upon who said it was not good which were quite a numberd of people. maybe it's that the grudging admiration or like wow this guy built this huge network and he is still filled jeff bezos's dream and what that allows us so much control over the customer experience. when you see amazon say the packagepe will be there between nine and 11 and a follow-up says we are delayed and it will be sometime early afternoon. that's because amazon controls the supply chain. that could have happened 10 years ago. when amazon moves from two-day deliveryhe to one day deliver prime members of the pandemic hit going back to two-day delivery these are all things that are possible and so i think it's a portrait of an executive who you kno

and then with dave clark is now the boss of his former peers.e harrington or any of the other executives like advertising and the alexa business one of the peers is now their boston that is an uncomfortable dynamic as well. >> i think we should spend some time talking about donald trump. clearly a big piece of the amazon narrative the last for five years. a mutual animosity between jeff bezos and trump and you get it more into it in the book. was it a good thing? or was it jeff bezos fault did he lose anything for not fostering a better relationship with trump? what is your assessment? >> those are good questions. when i finish the book i thought that maybe jeff bezos , he got off on the wrong foot. i have the's e-mails the end of 2015, trump is campaigning to be president taking shots at everyone and jeff bezos enters the fray with an e-mail that basically puts donald on his face. we are saving you a seat on the virgin rocket other pr executives were asking jeff not to send those e-mails and he insisted. i don't know if he was just being protec

eugene: yeah, and one of the key figures in that transition is dave clark.nd retail and you get into him a lot in this book. and how would you describe him like he had it comes off as you know, fiercely competitive, not afraid to throw people under the bus. his best man at the wedding got demoted. brad: that's right rated someone mentioned to me that they thought it was a very flattering portrait of dave clark. i objected to that because in his heart, it is a story of a guy to the warehouse network of a couple of dozen to fulfillment centers. today we should step back and save dave clark ran the amazon operations, that is like the performance centers the distribution, the man driving on the streets and the airplanes with crime air in place on the site, everywhere that most packages from eight to beat to your front door it was overseen retook the job, he has been a amazon fiber by doing take to the drop in 2012, there were a couple of dozen buildings now there are hundreds. the whole transportation thing is happening under his watch. he helped to build it and

but you're right, there's more of a focus on some of the up and coming executives like dave clark who was wilke's protege and now running the consumer business or doug harrington who was a major force in the amazon's emergence as a grocer. wilke told bezos he wanted to step aside in early 2020 and then the pandemic hit. jeff wilke said he would stick around to help navigate amazon through it. he says he did not know that bezos was planning to step aside and anoint andy jassy as his successor. maybe he's being disingenuous and saw the writing on the wall and said okay i have lost some sort of political battle. i have no evidence of that. he just says his time at amazon was done. eugene you wrote a really good story about this in business insider, that the turnover -- amazon has always been known for having high turnover. the velocity of people moving into and out of fulfillment centers in lower ranks in the company is extreme for tech companies. they've always said the upper echelons, the loyalty and people stick around, that has changed and more people are leaving. i heard a joke, peo

then with dave clark he is now the boss with some of his former peers.ell doug harrington or any of the otherhe executives running e divisions like advertising and the device business and the alexa business. that can create an uncomfortable dynamic as well. >> i think we should spend some time talking aboutso donald trup clearly a big piece over the lasty four or five years with this mutual animosity between bezos and trump. was this a good thing that it happened or was t it false for t fostering a better relationship with trump? what is the assessment? >> those are really good questions. when i finished the book i might have thought he got off on the wrong foot. donald trump is campaigning to be president, taking shots at everyone and he enters with an e-mail that basically we are saving you a seat on the rocket. some other executives were asking him not to send those e-mails and he sort of insisted. maybe there was a little bit of ego like everyone else is getting into it. i wantg my turn taking a shot at him and then trump one which seems like a lifet

he tends to critique coverage of amazon, have you ever been the subject of a dave clark tweet? start throwing elbows and he is sort of like maybe even refreshingly kind of combative because on most amazon executives would just sit quietly and he says what he believes. reputation, even w among, and i talked to a ton of amazon operation folks putting together portrait. even people who felt discarded or trampled upon who said his bedside manner was not good which was quite a number of people, there was an aberration, maybe even just astonishment like wow, this guy is huge network, he has the gold jeff bezos' dream, controlling the amazon package on the fulfillment center to the customer's front door but that allows so much control over the customer experience. when you see amazon say the package will be there 9:00 to 11:00 and follow-up e-mail may be t delayed, sometime early afternoon, that's because amazon controls its supply chain. that could not have happened ten years ago. when amazon says it will move from today to one day delivery for prime members and the pandemic hit and

- dave clark more on the supply chain logistics side. do think jeff bezos is on the innovation side. hopefully just in not having to deal with everyday issues that andy is going to have to deal with. emily: what are your expectations for the next five months, before the end of the year, as we move into the holiday season and typically a big holiday season for amazon under jeff bezos as executive chair? what are you watching? >> i think one thing we are all watching is the looming capacity crunch. they've already said they're going to be short 5 million, 5 million packages a day. that's going to be a huge constraint which it is great that dave clark is there to focus on the logistics. i think we are going to see a big crunch with supply chain and capacity. i do think competition has never been greater than before. there big huge issues on delivery time, grocery delivery, they went everything within 30 minutes. the times are getting greater. but i think that's going to be their main focus. emily: i noticed that too, and some things are jus

and that is kind of a concern with andy jaffe and dave clark, they are known as executors, dave clark, consumer retail ceo, more of the supply chain logistics side. i think jeff bezos will be involved on the innovation side, hopefully not having to deal with everyday issues and he is going to have to deal with. emily: what are your expectations for the next five months as we move into the holiday season, typically a big holiday season for amazon, under a new leader, jeff bezos as executive chair, what are you watching? melissa: one thing we are all watching is the looming capacity crunch. they say they are going to be short, overcapacity five lien packages a day. it is great dave clark is there to focus on supply-chain and logistics. we are going to see a big crunch with supply chain and capacity. and i think competition has never been greater than before. there is a huge battleground on delivery time and grocery delivery, delivering things within 30 minutes. i noticed delivery time and shipping speeds of amazon seem to be getting greater, so i think that is going to be another focus.

they have dave clark focusing on logistics. there are continuing labor concerns. with the delta variant constantly evolving, that is something amazon is thinking about. we spoke to an analyst on our show who worked at amazon for many years herself. she said the ceo is focusing on profit more than jeff bezos was. she is expecting profit to get better where we will see sales and revenue slowing down. that is how they ran aws. it is an increasingly bigger piece of the pie. perhaps we will see a different kind of balance sheet with jassy at the helm. haidi: how is amazon right now investing for its future? emily: the company is continuing to invest in aws, even though jassy is not the ceo anymore. they brought in another guy who was at aws before. he's now back running aws. they will continue trying to grow that business. the cloud business is only getting bigger. amazon will only have a bigger piece of the pie. the competitors are microsoft and google. in a way, it is not a zero-sum game. the opportunity is only getting bigger. we are seeing amazon design its own chi