> Making it profitable is a whole other can of worms but I definitely see opportunity.
Great, so there's an unprofitable opportunity for Instacart. Fantastic.
In all seriousness that's why I said short vs long term.. I probably agree Instacart can exploit some of the retailer panic here in the short term. But in the long term large scale vertically integrated players have massive cost and customer experience advantages.
Re:Instacart raises another $150M
by subpixel on Friday April 06, 2018 @05:32PM
(#16777640)
I don't disagree. I'm just trying to imagine what investors are thinking pouring all this money into Instacart. And none of this rules out Instacart being gobbled up by Amazon after some down rounds.
- equivalent sentiment 20 years ago.
> Making it profitable is a whole other can of worms but I definitely see opportunity.
Great, so there's an unprofitable opportunity for Instacart. Fantastic.
In all seriousness that's why I said short vs long term.. I probably agree Instacart can exploit some of the retailer panic here in the short term. But in the long term large scale vertically integrated players have massive cost and customer experience advantages.