I'd expect a commodity like charging to be a very tough sell in the stock market. Turns out charging is actually not easy, and having boots on the ground in lot

I'd expect a commodity like charging to be a very tough sell in the stock market. Turns out charging is actually not easy, and having boots on the ground in lots of places where people actually want to charge makes a formidable moat (booths on the ground, if we stretch the term just a tiny bit). But I don't buy into any claims that this was a planned outcome from the start. It's not failure when you do something well and stumble into something better while doing the thing you set out for. Not everything is Bezos launching "anything that has a GTIN and fits in a box" with the subset where the number happens to be ISBN.