
Winner Take All #215 | Big Tech Job Cuts, Grocery Delivery, YCombinator, Google Antitrust
Winner Take All
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Instacart's Business Model Challenge
Instacart's business models challenge because they don't actually hold the inventory, right? That's why you've seen Instacart move more into trying to make money on the ads and then go around to the suppliers. Amazon is an introduced analytics tool that allows CPGs to track shopper interest in products they sell. It could equip with their frictionless walk out technology.
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