4 ms·
They are growing fast. They have decent margins. But where is the sustainable competitive advantage? Can somebody enlighten me?
by shaqbert 10y ago
They are growing fast. They have decent margins. But where is the sustainable competitive advantage? Can somebody enlighten me?
- tommynicholas 10y agoThey got physical storage on premise at grocery stores who are not going to give that to providers 2-> infinity. It's highly unlikely that anyone beyond the stores themselves will be able to compete, and they would struggle mightily.