this can be dangerous because it means they rely on a single other company for their killer app. if instacart gets too big, costco might feel they're losing out

this can be dangerous because it means they rely on a single other company for their killer app. if instacart gets too big, costco might feel they're losing out on a lot of membership fees or that they could make more money delivering themselves or partnering with Amazon. this could totally freeze out instacart