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Evidence receipt / belief

Published · transcript-backed

David Rosenthal: belief

21 Jun 2017 Acquired Whole Foods Market

“On the other hand though, you know, I don’t think all is lost for them by any means. They have I think the only model that makes sense too that is capable of scaling quickly in anything less than a decade-long time frame in this space which is let the stores and the companies that are good at logistics do logistics and will do the last mile.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
21 Jun 2017
Publisher
Acquired

Transcript context

…Okay. So on the surface, I mean, this is a bad day. This is a very, very bad day for Instacart. On the other hand though, you know, I don’t think all is lost for them by any means. They have I think the only model that makes sense too that is capable of scaling quickly in anything less than a decade-long time frame in this space which is let the stores and the companies that are good at logistics do logistics and will do the last mile. Right. Zero inventory risk.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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