Instacart is going to get slaughtered. If it was public, it would be in a GTZ (Go to Zero) basket. Its business has a critical flaw that was only kind of workab

Instacart is going to get slaughtered. If it was public, it would be in a GTZ (Go to Zero) basket. Its business has a critical flaw that was only kind of workable when Amazon did not own WF. Amazon WF same day delivery would be picked from WF stores by the people who work in those stores and are trained in those stores, not Joe Random Gig Worker who does not know how swiss chard is different from the rainbow chard, and AMF would do it for no markup to WF price. Vertical integration in the last mile grocery business would crush anyone who is not vertically integrated. The only way for non vertically-intergrated Instacart to complete is to pivot into SaaS business selling its platform to the independent store operators for something like $1 per order but there's just no way $1 per order software platform would command that valuation.