This is a velocity indicator, as is the Ceridian for example. Transportation, trips are highly correlated to retail velocity. This is an early indicator. I mean, it is a different world, economics done differently.
This tells me the shoppers are walking more and driving less. I am looking for fewer trips but larger purchase sizes, and the drive indicator gives me that.
However!! important, the shopper may have found a higher frequency bounded function, a new rank, above where we normally see the highest spectral line. This is something we haven't talked about, the the consumer will adjust technology eventually, changing the underlying manifold in novel ways. If so, this is great news, actually, via entanglement it leads us down a path of innovation, lowering the transaction costs for this new 'Eigenfunction'
Quantums will discover this and call it tunneling:
Quantum tunnelling refers to the quantum mechanical phenomenon where a particle tunnels through a barrier that it classically could not surmount because its total mechanical energy is lower than the potential energy of the barrier.
Yeglesias would say this is a rational adaption going back to a previous era, he is partially right. But something more is going on, technology will grab onto this and adapt goods delivery to the pedestrian. We are getting very close to Deliverbot.
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