@rsandler21969 Casey's does ~$5b of inside sales and is valued at $8.5b. Owns all their real estate, heavy high-margin food mix. GoPuff best case does $1.5b run-rate today, and has to deliver everything. In what world is it possible to justify $40b 😂
I told friends recently that the https://kozmo.com/ model has been revived - only this time investors are pouring billions, not millions into it - and they didn't believe me, bc who would be that stupid? https://twitter.com/...