3 ms·
So - do they get bought or crushed? I feel like it's a 50-50, but that's more on my gut than out of any particular insight.
by WaxProlix 9y ago
So - do they get bought or crushed? I feel like it's a 50-50, but that's more on my gut than out of any particular insight.
- ThrustVectoring 9y agoIt's hard for me to see what their moat is. Having negotiated enough warehouse partners that retailers can expect to find space and warehousers can expect to get free space filled? That can get imitated with a lot of straightforward work in local geographic areas, and if customers are spending enough money to make it worthwhile, they can make the physical back-end interchangeable. There's also many buyers that make sense for the company, too. From "make it easier to build a business" things (like Stripe), to "we have a bunch of warehouses and could synergize with usage & market data".