Amazon’s Rapid Delivery Push Triggers $15 Billion Rout for Eternal, Swiggy
THE SO WHAT
Amazon and Flipkart muscling into 10-minute delivery in India — and wiping $15B off early movers — shows ultra-fast is a feature big platforms can subsidize, not a standalone moat. If your edge is speed alone, you need either category depth or hyperlocal density that the majors can’t easily replicate.
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