Hubris? I can name off a number of industries Amazon has, nearly singlehandedly, disrupted: online retail, shipment subscriptions, low cost electronics, VPS web hosting, scalable database storage, transactional emails apis. And this is just off the cuff. I suspect the actual list is far longer.
Amazon is not run by arrogant morons. You don't invest in Boeings with hubris. You invest after having crunched more numbers and built more models than we can realistically imagine.
Yeah, well maybe there is a lot of slack that could be taken up in those other industries. Air transportation does not seem like one that needs disrupted or should be disrupted. The fact that it works at all is amazing.
Amazon is not run by arrogant morons. You don't invest in Boeings with hubris. You invest after having crunched more numbers and built more models than we can realistically imagine.