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This is a non-independent marketing communication commissioned by Baillie Gifford. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
When Tom Slater met Jeff Bezos in Seattle recently, the Amazon CEO explained how little he cared about daily market news. Better, he said, to spend his time “living in the future … a wonderful place”.
In their discussions Bezos touched on a number of business areas: cloud, media, grocery and other projects that he thinks will shape what that future will look like. Following on from that conversation, Tom Slater shares some thoughts on the topics that excite Mr Bezos – and Scottish Mortgage managers, starting with Amazon’s ubiquitous voice-activated assistant.
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