E-commerce companies now promise groceries and iPhones in 10-15 minutes, a shift from pre-pandemic free delivery. The speaker questions whether this ultra-fast model is sustainable or just the next funding bubble.
So I think while e-commerce way back pre-pandemic was more, you know, let's start giving free services, I think quick service is kind of focusing there. People are now started expecting not just groceries but also iPhones to be delivered in 10-15 minutes. And the worst part is companies are actually investing that. I don't know how sustainable this is going to be. Eventually this is just creating another funding wave maybe.
