Hosts: Carlos Mendez & Suki Nakamura
In this episode:
• Today we're covering Amazon's aggressive 30-minute delivery expansion, a new benchmark tackling AI-generated refund fraud, and disturbing research on ...
• Starting with Amazon Now—they're pushing 30-minute delivery into more US cities, going head-to-head with Instacart, DoorDash, and Walmart in the insta...
• The economics here are fascinating. Let's examine the data—Amazon's using smaller, distributed fulfillment hubs instead of massive warehouses. That me...
• But imagine a world where waiting two days for anything feels archaic. Amazon's betting that consumers will pay premium fees for instant delivery, jus...
• Yeah, that tracks, but here's my concern—the numbers reveal that quick commerce typically operates at negative unit economics. Gorillas and Getir both...
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