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Ha! I like the second "story."

Btw, I think it explains the lack of user traction of apps like Aisle411, ShopKick, etc. They take too long to use and they don't "fit" well with a shopping trip.

What keeps us churning on this space is the magnitude of the $ spent. $1.4T spent annually in low-service stores (e.g. Walmart). These formats have minimal shopper-facing technology (lots of great supply chain stuff) and have evolved slowly.

So, that goes us thinking ... so far, still thinking



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