RP - that is NOT going to be a competitor anytime soon, here's some facts:

1. First off logistically AMZN can only open so many stores at a time, it would take years and years and years for them to open enough stores that would be widely available enough for them to be close enough to replace the shopping needs of most customers who currently go to their local grocery store.

2. AMZN is NOT leasing this technology out - therefore per my point above, your local grocery store/stores can't add it to their stores that are close to you. Thus you would have to wait for an AMZN store to open that was physically close enough for you to go to. 

3. The technology that AMZN uses where they track your items and movements - requires something like 500 cameras per small store in the ceiling. I heard the cost per store is something like 20M, that's not possible for local grocery stores.

4th. At this point, the technology to track your movements is only 80%, 85% accurate. Realize that the margins in most grocery stores is super tiny at 1% - 3% maximum. Stores would go out of business with errors of 20% etc. The technology isn't there yet. Will be one day but right now it is not. The accuracy has to be about 100% for it to work with the tiny margins of grocery stores.

The beauty of the AAZZF solution is that it can be used in any supermarket. So all your local grocery stores can get it, unlike AMZN and waiting for AMZN to actually open a physical store near you. 

The carts are fully compatible with NCR technology, which currently comprises about 80% of all the self checkouts currently in the stores now. 

It would be a big cost for a local grocery store to buy say 300 or 500 of these smart carts - but I think the cool solution for that being floated now is that the carts could be given to the stores for free - there's some of these large coupon companies who would buy the carts because they can make that back by placing their coupons right on the screen and displaying an ad or two. 

Let's talk about coupons - most of us are not cutting out coupons and using them - it's a pain in the ass, my 84  year old mom does it but that's her. I don't have time and I don't want to pull out coupons at the checkout counter. But - if you are using the smart cart picking up items and it automatically tells you that this item has a coupon for $2 off here it is press to  use it - of course we would use it! I think this could cause a major resurgence in the coupon industry in the US since it would be seamless.

Will there be competitors to AZ2? You bet  ya! But the market is huge and that's a given, but AZ2 had a head start here and plenty of business to go around.

for me while the AMZN stuff is cool as hell, I just don't see that as a vaibable competitor for along while

They use computer vision - however all produce is pre bagged and many customers prefer to select there own produce.  At this time computer vision can recognize about 85-90% of all store items so the margin of error is too great for broad adoption.  There are approximately 34,000 grocery stores in US so the market is massive but uptake will be slow until price of such carts is brought down and other refinements implemented.  For now it's simply a speculate trade.