This is not materially different from the robots that Amazon already has in the warehouses. But instead of storing things in pods that have to be moved by Kiva-

This is not materially different from the robots that Amazon already has in the warehouses. But instead of storing things in pods that have to be moved by Kiva-derived robots to humans who then do the picking and put things into totes, now it's the totes themselves that are being stored on shelves. You're still going to have the picking process, and everything downstream of that. Seems to me like this is much lower density of storage than using the pods, and that will mean fulfillment centers will have to be much larger in order to store enough totes to equal what they could have stored with pods.