The Fantasy of Instant Delivery Is Imploding

Gopuff was supposed to crack Silicon Valley’s longtime obsession with one-hour delivery. Instead, the startup valued at $15 billion risks becoming the next Kozmo.com-size flameout.
Link: Gopuff Layoffs Signal Instant Delivery’s Demise - Bloomberg

Brad Stone on Gopuff. Not flattering.

I am amazed that journalists continue to compare Gopuff with Kozmo - yes both delivered/or are delivering low-margin CPG goods but Gopuff can leverage MFCs closer to customers and leverage mobile phones which helps with