joining us is lance wilkes, what are amazon's ambitions here, remember, haven, the jv between amazon, berkshire, but now amazon seems to be on a shopping spree. what are the major ambitions >> thanks for having me, i think haven and some of the amazon care internally this year, it's really them getting their feet wet and learning more about the business what you're seeing now is an effort to really get a position in the market, probably related to reinventing care delivery, an integrated approach where you're taking convenient locations, digital and virtual care, and probably home care, bundling those together with online pharmacy that could allow them to go further in the market. as a stand alone disruption i think that would be substantial as well. >> it's a long way from here to that stand alone disruption. this is a really tough space, i also noticed your note didn't make mention of alphabet, which has a whole life sinces unit do you think there's opportunity for them to get interested in some m&a >> yeah, you know, in my most recent note i tried to lay out a few different approac