grocery store

also referred to as: grocery stores

4 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Jan 2, 2019 by Jeff Jordan · across every show →

Everything said about grocery store, oldest first

Jan 2, 2019 positive
Assertion Not checkable as stated
Grocers offering Instacart delivery gain market share without extra physical capex
“The grocery store who is providing Affordable delivery in a very timely way, instead of cart, you can get groceries as quickly as within an hour take share. And so the grocery store on the same physical capex is getting more business, and as a result, you get …”
Jeff Jordan Jan 2, 2019 ▶ 7:41 a16z Podcast | People Marketplaces Take On One of the Last Great E-Commerce Opportunities: Groceries
Jan 2, 2019
Assertion Supported
Jimmy Chen: $70B is spent annually through food stamps at grocery stores
“There's about seventy billion dollars spent each year through the food stamp program at grocery stores.”
Jimmy Chen Jan 2, 2019 ▶ 7:14 a16z Podcast | Modernizing Government Services, From Food Stamps to Foster Care
Feb 26, 2019 bullish
Prediction Open · timeframe Feb 2039
Caldbeck: Physical grocery stores will endure for at least 20 years
“I think grocery stores are here for the very, very long term. Very long term meaning next 20 years at least.”
Ryan Caldbeck Feb 26, 2019 ▶ 13:40 a16z Podcast | Who's Down with CPG, DTC? (And Micro-Brands Too?)
Aug 13, 2026 bullish
Prediction Open · timeframe Aug 2031
Kalanick: Automated food delivery will eventually undercut grocery store costs
“Is production of food going to get automated? And is the delivery of food going to get automated? I think we'd all say yes. And if that's the case, then there will be a service that, that prepares and delivers that food at cheaper than going to the grocery sto…”
Travis Kalanick Aug 13, 2026 ▶ 27:35 Travis Kalanick: How AI Will Transform the Physical World
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