Amazon is in a much better position to win the market, and investors recognize that. Amazon has a logistics network capable of doing same-day delivery at lower

Amazon is in a much better position to win the market, and investors recognize that. Amazon has a logistics network capable of doing same-day delivery at lower-than-Blue-Apron's costs. Amazon will ship locally rather than cross-country using dry ice. Purchasing ingredients in Whole Foods' massive quantities will lower costs further. Coupling that with their huge warchest, Amazon can crush Blue Apron by offering a competing service at far below cost for years. If Amazon plays this as aggressively as they did eCommerce, I don't see any way for Blue Apron to win on their own.