I think that over time the things these companies need to be successful, vertical integration across concepts like web, mobile, e-commerce, logistics, shipping,

I think that over time the things these companies need to be successful, vertical integration across concepts like web, mobile, e-commerce, logistics, shipping, personal shopper, curbside pickup, etc etc... Is all going to be fragmented and broken up into it's component pieces. Instacart started the trend in a big way and Shopify is also part of this "disaggregation" framework...