3min chapter

The Network State Podcast cover image

#5 - India's Largest Exit

The Network State Podcast

CHAPTER

The Relative Balance of Amazon and Walmart

Amazon came in in India in 2013, started really investing heavily in 2014-15. We took them very seriously. It was almost an existential threat but we knew that we... They had your attention. And so it took sort of jostling for about a couple of years between the two of us and then nothing ... Where is that now? What is the relative balance? After a lot of share. Settle somewhat like 60, 40, 60 as 40 sort of Amazon.

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