Looking at this move in terms of Instacart-vs-Amazon is most likely short-sighted. Amazon plays the long game just about better than anyone else around. I'm su

Looking at this move in terms of Instacart-vs-Amazon is most likely short-sighted. Amazon plays the long game just about better than anyone else around. I'm sure they care about it, but I wouldn't be surprised if they view the Instacart business as tangential. No offense to the fine people at Instacart! I love the service, am a big fan and customer, but objectively I think the business is going to change. Self-driving cars, drones, etc. -- last-mile delivery is going to change in the next 5-10 years. What I find more interesting about this acquisition: real estate. Amazon just acquired 450 or so locations in high-density areas that are likely in the sweet spot of their target customers. They are trying out some revolutionary concepts at Amazon Go. I'd say Amazon feels ready to move on changing the user experience in-store, as opposed to "old-school" delivery.