Great overview of our presentation! Thanks for sharing it.
Two points I would add/clarify:
1) Owning the conduit of grocery to the home is increasingly important as it has the most velocity and will lead to more opportunities. Hence why the largest (AMZN, WM, BABA) are massively investing in this category.
2) The data from the all those "smart connections" are the backbone to the necessary data on which predictive capabilities will be built. That were the recurring revenue streams will be created that bring those retailers to an entirely new level of market valuation (one based on revenue rather than profit).
Price diversion will be key, hence why the long tail will be good to very discerning (niche) retailers who deeply curate, connect and engage with customers at levels large retailers will find very difficult to credibly replicate.
"Low consideration retail" is ripe for disruption by a more automated & cost/time effective fulfillment model. Ideally, this should make the remaining high consideration/discovery based experiences that much more engaging.