"Think Sears customers. Think Macys. Think JC Penny." - equivalent sentiment 20 years ago. > Making it profitable is a whole other can of worms but I definite

"Think Sears customers. Think Macys. Think JC Penny." - equivalent sentiment 20 years ago. > Making it profitable is a whole other can of worms but I definitely see opportunity. Great, so there's an unprofitable opportunity for Instacart. Fantastic. In all seriousness that's why I said short vs long term.. I probably agree Instacart can exploit some of the retailer panic here in the short term. But in the long term large scale vertically integrated players have massive cost and customer experience advantages.