Instacart is a really interesting business (it's a logistics play, not a retailer, and logistics is stealthily really sexy – it doesn't matter what sells, you w

Instacart is a really interesting business (it's a logistics play, not a retailer, and logistics is stealthily really sexy – it doesn't matter what sells, you win), but the thing is, US is at least ten to fifteen years behind the rest of the world in grocery sales: http://www.ocadogroup.com http://www.ocadogroup.com http://www.lse.co.uk/ShareChart.asp?sharechart=OCDO&share=ocado http://www.lse.co.uk/ShareChart.asp?sharechart=OCDO&share=oc... (amongst many – every major UK supermarket has a popular home delivery service). It's up there with mobile and wireline Internet, and cable TV, for areas where moving to the US has felt like moving back to the mid-nineties... there are other areas where the US is unquestionably the leader, but yeah.