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>I do think there's a place for a competitor to Amazon right now which looks more like the old Amazon.

If walmart plays their cards right, they can do it (I mean they did acquire Jet). Unfortunately they also seem to be OK with becoming a dropship frontend for aliexpress



I think modern Walmart understands the problem better than modern Amazon.

Walmart just needs the volume to be able to compete with Amazon's logistics, so is getting volume where it can.




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