tldr; they have cameras, we want cameras, we should buy them 1. Amazon would like to compete in home security, cameras, and doorbell cameras. 2. Amazon could

tldr; they have cameras, we want cameras, we should buy them 1. Amazon would like to compete in home security, cameras, and doorbell cameras. 2. Amazon could build these themselves, but it'd be time consuming and costly. 3. Amazon would like to act fast. 4. Ring and Blink have wireless cameras and doorbells and they believe this is where the market is headed. That's about it, tbh. There's some stuff in there about how commoditized the hardware is and some fairly obvious details about the Ring and Blink business themselves, but its all fairly self-evident.