沃尔玛可能是投资自动化的一个热门方式，部分原因是其持有的Symbotek股份，但自动化面临能源账单上涨两倍多以及老旧建筑的延误，他认为这是最大的担忧，而亚马逊则具有优势。
逐段跳播
但我们这里确实有机会，因为《华尔街日报》周末发表了一篇很棒的文章，讲的是沃尔玛以及它在实施自动化时面临的一些挑战，原因有很多，比如从搬起一箱装满尿布的箱子，到搬起一箱装着70英寸电视机的箱子，这种转变的复杂性。
里面装的是电视机，重量不同，还有他们面临的所有这些挑战。
But we really got a shot here, because the Wall Street Journal published a great article over the weekend about Walmart and some of the challenges it faces in implementing automation for various reasons, such as the complexities of moving from lifting a box full of diapers to a box containing a 70-inch television.
A television inside, weight differences, and all those challenges they face.
是的，说实话，我不需要《华尔街日报》的一篇报道来告诉我亚马逊在自动化方面有优势。正如Lowe所说，他们不仅很早就收购了Kiva，而且他们许多建筑在设计时就专门考虑了如何适配自动化；而正如你所说，沃尔玛则是在努力对上世纪80年代和90年代的老旧建筑进行现代化改造，而这些建筑在施工期间还必须继续运转。
Yes, I mean, honestly I didn't need a story in the Wall Street Journal to tell me that Amazon has an edge in automation. Not only did they buy Kiva early, as Lowe said, but they also designed many of their buildings specifically to accommodate automation, while, as you said, Walmart is trying to modernize older buildings from the 1980s and 1990s, which also have to keep working during construction.
对我来说，这里最大的担忧其实是能源方面。我提到的那篇《华尔街日报》文章里指出的一个要点是，当沃尔玛将其一座仓库自动化后，其电费比自动化之前高出两倍多。数据中心和仓库自动化的基础设施依赖的是同一张电网。
因此，在我看来，这可能是导致延迟的最大因素，而不仅仅是资本支出，因为对于真正需要这件事成功的零售商来说，这将是它们的资本优先事项。对其中许多零售商来说，这是能源基础设施的问题。
For me, the biggest concern here is really the energy aspect. One of the points made in the Wall Street Journal article I mentioned is that when Walmart automates one of its warehouses, its electricity bills more than triple what they were before the automation.
The infrastructure for data centers and warehouse automation relies on the same power grid. Therefore, in my opinion, this may be the biggest factor causing the delay , and not just the capital expenditure, because for retailers who really need this to succeed, this will be their capital priority.
For many of them, it's a matter of energy infrastructure .
如果非要我点出一只股票，沃尔玛实际上可能是我最喜欢的投资自动化方向的方式之一；嗯，也许值得一提的是，沃尔玛持有Symbotek相当大比例的股份。所以，与那家公司之间存在相当不错的协同效应。
Walmart might actually be one of my favorite ways to invest in the automation direction if I had to name a stock; Well, it's probably worth mentioning that Walmart has a fairly large stake in Symbotek.
So, there is a rather nice synergy with that company.