1
00:00:00,500 --> 00:00:01,002
the biggest

2
00:00:01,002 --> 00:00:02,442
success has

3
00:00:02,442 --> 00:00:03,182
been, think for

4
00:00:03,182 --> 00:00:04,202
last two years,

5
00:00:04,202 --> 00:00:04,942
we definitely,

6
00:00:04,942 --> 00:00:05,882
within the

7
00:00:05,882 --> 00:00:06,262
essentials

8
00:00:06,262 --> 00:00:07,082
business, we

9
00:00:07,082 --> 00:00:07,702
have been

10
00:00:07,702 --> 00:00:08,042
meeting our

11
00:00:08,042 --> 00:00:08,402
numbers,

12
00:00:08,402 --> 00:00:08,862
exceeding our

13
00:00:08,862 --> 00:00:09,702
numbers, which

14
00:00:09,702 --> 00:00:10,522
is great. A lot of

15
00:00:10,522 --> 00:00:10,882
customer

16
00:00:10,882 --> 00:00:11,442
conversations

17
00:00:11,442 --> 00:00:13,742
are now beyond

18
00:00:13,742 --> 00:00:14,622
just, hey, we

19
00:00:14,622 --> 00:00:16,282
need this size

20
00:00:16,282 --> 00:00:16,942
of building.

21
00:00:16,942 --> 00:00:17,362
Our

22
00:00:17,362 --> 00:00:18,262
conversations

23
00:00:18,262 --> 00:00:19,002
have evolved.

24
00:00:19,002 --> 00:00:19,262
So if you

25
00:00:19,262 --> 00:00:19,742
think about a

26
00:00:19,742 --> 00:00:20,882
soft target or

27
00:00:20,882 --> 00:00:21,722
soft metric that

28
00:00:21,722 --> 00:00:22,462
we are tracking

29
00:00:22,462 --> 00:00:23,282
internally, like

30
00:00:23,282 --> 00:00:24,282
customers are

31
00:00:24,282 --> 00:00:24,802
actually coming

32
00:00:24,802 --> 00:00:25,722
to us like,

33
00:00:25,722 --> 00:00:26,622
hey, what should

34
00:00:26,622 --> 00:00:27,222
I do about

35
00:00:27,222 --> 00:00:28,742
my supply chain

36
00:00:28,742 --> 00:00:29,962
from a network

37
00:00:29,962 --> 00:00:30,762
perspective,

38
00:00:30,762 --> 00:00:31,462
from the design

39
00:00:31,462 --> 00:00:32,222
perspective?

40
00:00:32,222 --> 00:00:32,642
Are we ready

41
00:00:32,642 --> 00:00:33,642
for automation?

42
00:00:33,642 --> 00:00:34,422
Is my building

43
00:00:34,422 --> 00:00:34,782
ready for

44
00:00:34,782 --> 00:00:35,882
automation?

45
00:00:35,882 --> 00:00:36,642
Do I have the right

46
00:00:36,642 --> 00:00:37,262
technology?

47
00:00:37,262 --> 00:00:37,982
So conversations

48
00:00:37,982 --> 00:00:38,662
have evolved

49
00:00:38,662 --> 00:00:39,542
over the last

50
00:00:39,542 --> 00:00:39,982
two years.

51
00:00:39,982 --> 00:00:41,562
I think that's

52
00:00:41,562 --> 00:00:41,902
something I'm

53
00:00:41,902 --> 00:00:42,462
very excited

54
00:00:42,462 --> 00:00:43,342
with in Prologis

55
00:00:43,342 --> 00:00:43,962
overall, because

56
00:00:43,962 --> 00:00:44,642
I think that's

57
00:00:44,642 --> 00:00:45,362
something Hamid

58
00:00:45,362 --> 00:00:46,882
valued in

59
00:00:46,882 --> 00:00:47,662
Essentials when

60
00:00:47,662 --> 00:00:48,702
he ideated

61
00:00:48,702 --> 00:00:49,602
Essentials a few

62
00:00:49,602 --> 00:00:50,202
years ago.

63
00:00:50,202 --> 00:00:50,662
It's like, hey,

64
00:00:50,662 --> 00:00:51,082
how can we

65
00:00:51,082 --> 00:00:51,442
help our

66
00:00:51,442 --> 00:00:51,942
customers

67
00:00:51,942 --> 00:00:53,882
beyond, of

68
00:00:53,882 --> 00:00:54,282
course, helping

69
00:00:54,282 --> 00:00:54,722
with the real

70
00:00:54,722 --> 00:00:55,102
estate and

71
00:00:55,102 --> 00:00:55,362
amazing

72
00:00:55,362 --> 00:00:55,802
experience

73
00:00:55,802 --> 00:00:56,182
around real

74
00:00:56,182 --> 00:00:56,942
estate, but can

75
00:00:56,942 --> 00:00:57,342
we help them

76
00:00:57,342 --> 00:00:57,882
with the supply

77
00:00:57,882 --> 00:00:58,682
chain?

78
00:00:58,682 --> 00:00:59,042
So I think

79
00:00:59,042 --> 00:01:00,302
that's been a

80
00:01:00,302 --> 00:01:01,562
fun ride.

81
00:01:01,562 --> 00:01:01,922
And I think

82
00:01:01,922 --> 00:01:02,922
under Marv's

83
00:01:02,922 --> 00:01:03,562
leadership,

84
00:01:03,562 --> 00:01:04,022
think things

85
00:01:04,022 --> 00:01:04,562
have really

86
00:01:04,562 --> 00:01:05,482
kicked in with

87
00:01:05,482 --> 00:01:06,002
a lot of

88
00:01:06,002 --> 00:01:06,762
conversations in

89
00:01:06,762 --> 00:01:07,102
a lot of

90
00:01:07,102 --> 00:01:07,542
markets.

91
00:01:07,542 --> 00:01:08,842
So overall, just

92
00:01:08,842 --> 00:01:09,662
excited, excited

93
00:01:09,662 --> 00:01:10,522
to be at

94
00:01:10,522 --> 00:01:11,142
Prologis,

95
00:01:11,142 --> 00:01:11,902
excited to build

96
00:01:11,902 --> 00:01:12,462
this function

97
00:01:12,462 --> 00:01:13,222
within Prologis

98
00:01:13,222 --> 00:01:13,682
and help our

99
00:01:13,682 --> 00:01:14,342
customer get

100
00:01:14,342 --> 00:01:14,782
more out of

101
00:01:14,782 --> 00:01:15,582
the buildings.