Private equity was a huge part of why Toys “R” Us died.

More on topic, my personal suspicion would be that AIs get a lot of stuff wrong, unsurprisingly, and so these orders end up with a higher percentages of returns or people claiming they didn’t buy them or other customer service issues.

True, but it's not really existential for them given that most of their profits are actually from AWS. The grocery and dropshipping business has thin margins.