New online grocery market share data shows that Instacart, in a massive COVID-19 spurred move, has surpassed Walmart to become the number one grocery delivery provider. Alex breaks down how Instacart's platform business model allowed them to meet increased demand where Walmart fell short and explains how this new data exemplifies the dynamics of winner take all markets.<br /><br />This is an excerpt from episode 93 of Winner Take All. Watch the full episode here: <a href="https://youtu.be/-LYSGwDkKDg" target="_blank" rel="nofollow">https://youtu.be/-LYSGwDkKDg</a><br /><br />Originally Aired: 06/09/20 <br /><br />Instacart Blows Past Walmart in Online Grocery Business: <a href="https://www.theinformation.com/articles/instacart-blows-past-walmart-in-online-grocery-business" target="_blank" rel="nofollow">https://www.theinformation.com/articles/instacart-blows-past-walmart-in-online-grocery-business</a><br /><br />—<br /><br />📚 Grab a copy of the Amazon Best Seller Modern Monopolies: <a href="https://amzn.com/B017RC8CBC" target="_blank" rel="nofollow">https://amzn.com/B017RC8CBC</a><br /><br />❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: <a href="https://resources.applicoinc.com/wta-contact/" target="_blank" rel="nofollow">https://resources.applicoinc.com/wta-contact/</a><br /><br />At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.<br />...<br /><a href="https://www.youtube.com/watch?v=hdi0G2ZDMTA" target="_blank" rel="nofollow">https://www.youtube.com/watch?v=hdi0G2ZDMTA</a>