They really layered in a whole lot more infrastructure, so now they have to be even larger to break even. That may prove to be one of the smartest moves ever, but that won't be clear for three or four years. As big as they are, Amazon is still operating below critical mass.

They already, in a sense, lease space on their home page to others, such as Drugstore.com and Pets.com, so they're willing to sell access to their customers to others. So, it seems to me that they'd be willing to sell access to their distribution centers.

They've got to show the Street and they've got to do it themselves, to get the stock going again, that their growth rate this quarter was an anomaly, not the start of a different trajectory for the growth of the company.

He said, 'Yeah, let's do it,' ... Then he said, 'You should ask Keith [Richards].' I didn't want to impose my thing. He said, 'I'll ask him for you.' So he went to where Keith and Ronnie [Wood] were sitting. Before I knew it, the three of them in tandem walked back to me. I had no idea what they were going to say; it was the beginning of the tour, and we'd only done a few gigs. But Keith said, 'We're all in, mate.'

You know how people always talk about how vision is the key to entrepreneurship and perseverance and really seeing what other people don't see? We can actually redeem a fair amount of that folk wisdom.

Building the right product requires systematically and relentlessly testing that vision to discover which elements of it are brilliant, and which are crazy.