I think that Walmart is a very strong competitor, and too easily dismissed by the tech crowd that wants to pretend they're unsophisticated because they aren't b

I think that Walmart is a very strong competitor, and too easily dismissed by the tech crowd that wants to pretend they're unsophisticated because they aren't based on the west coast. In many ways, Walmart is in a much stronger competitive position than Amazon, as they have "warehouses"/physical retail outlets within a reasonable driving distance of most Americans, and they're equipped to handle products that are not really feasible for someone like Amazon, who is still almost completely dependent on parcel carriers for access to the customer. Walmart does not have such external dependencies and Amazon is really only needed when the product is so obscure that Walmart wouldn't carry it. Walmart has next-day grocery pickup, electronic receipts and payment via Walmart Pay, and several other high-tech features available. They've been acquiring e-commerce upstarts like Jet and Bonobos. A crew of Walmart delivery drivers that covered a 5 mile radius from each store is Amazon's nightmare. I don't think it's wise to count Walmart out. The biggest challenge for them is internal, and whether forward-looking ecommerce advocates can win out against the visionless MBA types in resource competition.