Walmart Beats Amazon in $15B Flipkart Battle

Post by kingbirdy » Mon, May 07, 2018, 6:13 PM UTC

anilshanbhag wrote: post #31

bhouston wrote: post #10

Flipkart is losing to Amazon.in right now. I think that Softbank is smartly offloading a possible loser to Walmart/Google here at close to peak valuation. Maybe Google/Walmart can turn it around though. https://www.alexa.com/siteinfo/flipkart.com https://www.alexa.com/siteinfo/amazon.in

This the wrong metric to look at. If you look at number of app reviews per week on Appannie, Flipkart averages roughly twice the number of reviews as Amazon with better average rating (4.6 vs 3.9). ~85% of India only accesses internet via mobile.

Post by remir » Mon, May 07, 2018, 6:17 PM UTC

wil421 wrote: post #16

bradhe wrote: post #8

What if Walmart and Google actually teamed up? Google technology powering Walmart's supply chain? I wonder how competitive they'd end up actually being vs Amazon.

What compelling tech does Google have that Walmart needs? Google has no sought after experience in retail or ecommerce. What would they give the largest retailer in the world? They are a half a trillion dollar company moving physical products. They already know how to do supply chain. It looks like play to stop Amazon’s growth more than technology.

Post by dominotw » Mon, May 07, 2018, 6:22 PM UTC

jonknee wrote: post #29

dominotw wrote: post #18

Earlier quoted context omitted.

> What compelling tech does Google have that Walmart needs? Google knows that I've been researching segways( with possible intentions of buying). Could they possibly use the information for product recommendations, inventory predictions ect?

Yes, AdWords and related advertising products are quite sophisticated in terms of targeting. Walmart (and Amazon!) already use this.

Post by elvirs » Mon, May 07, 2018, 6:23 PM UTC

wlabs wrote: post #33

Walmart has an awesome research and development labs known as Walmart Labs in Bangalore. Flipkart has its development headquarters in Bangalore too. They have awesome engineers too. Both Walmart Labs and Flipkart hire the best computer scientists and software engineering talent from across the country. They pay as much as and sometimes more than what Google Bangalore pays its engineers. With Walmart now acquiring a m…

Post by closetCS » Mon, May 07, 2018, 6:29 PM UTC

bob_theslob646 wrote: post #26

bradhe wrote: post #8

What if Walmart and Google actually teamed up? Google technology powering Walmart's supply chain? I wonder how competitive they'd end up actually being vs Amazon.

There are actually a few possible synergizes, but less likely with their acquisition of JET. Google's AI tech is superior than others in image and speech recognition as well as search. This mostly has to do with them literally buying all the AI talent. Maybe a possible partnership with Waymo for level 4 driving tractor trailers.