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I don't think Instacart is, or ever wanted to be an infrastructure. At least not as a transportation infrastructure. There is an argument to be made that it is
by bastian 11y ago
I don't think Instacart is, or ever wanted to be an infrastructure. At least not as a transportation infrastructure. There is an argument to be made that it is becoming an infrastructure "within" a supermarket, mainly because of their pick & pack infrastructure (this is probably what Aaron is referring to) and understanding of inventory. Compare that to what we're doing at Postmates. We're in the process of creating a transportation layer by combining tens of thousands of people with cars and bikes or on foot into a "programmable layer" that can be accessed through our API and utilized by third parties. Both have huge potential.
- fraserharris 11y agoIt's infrastructure so far as it is a supplementary good to physical infrastructure. You could think of it as virtual infrastructure. By the time you are cooking dinner, there is no difference between having an accessible grocery store vs Instacart. Similarly, when you are at your destination, there is no difference between having taken the subway and having used Uber.