I love the point @benthompson made — that the defensive move by Walmart was a turnoff because this company decreases foot traffic to their stores
The most shocking thing about this acquisition is that an incumbent didn’t do it as a defensive move a year ago. Most industries seem content to shriek about the Amazon threat while they re-skin their websites and build out a few more fulfillment centers.https://twitter.com/jorgecondebio/status/1012338448869388290 …
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If
@benthompson doesn't relate this to Christensen-style disruption on an upcoming@exponentfm, I'll eat my hat. (I may have to go buy a hat first.)
End of conversation
New conversation -
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So many frogs sitting in tepid water.
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And buybacks
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