He's talking about a statement from Jerry Buldak of Sears from the article he's quoting himself in: https://stratechery.com/2016/walmart-and-the-multichannel-t

He's talking about a statement from Jerry Buldak of Sears from the article he's quoting himself in: https://stratechery.com/2016/walmart-and-the-multichannel-trap/ https://stratechery.com/2016/walmart-and-the-multichannel-tr...