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Walmart Beats Amazon in $15B Flipkart Battle

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Re: Walmart Beats Amazon in $15B Flipkart Battle

#41

Post by mars4rp »

sandGorgon wrote: post #37

India is now poised to be the only country in the world with a two way fight between Amazon and Alibaba. Three way if you consider Walmart.

This is crazy! As we all know, online retailers are killing local businesses, in US it might make sense because the profit goes to another sector of economy, Amazon is going to hire more developers and invest in other products that in long run might not be total lose for the whole economy!

what a country like India is going to gain by letting American and Chinese companies destroy her local businesses and take the profit to the mainland!

Is this the new colonization?

Re: Walmart Beats Amazon in $15B Flipkart Battle

#42

Post by dopamean »

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.

I know very little about which metrics to look at but this seems like an even more wrong metric to go by. What does number of app reviews prove other than that the app is good at pushing people to review it?

Re: Walmart Beats Amazon in $15B Flipkart Battle

#43

Post by thisisit »

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.

That is a really interesting thought. How is website ranking a wrong metric compared to app reviews? Especially considering once upon a time Flipkart tried ditching their website and going app only.

Re: Walmart Beats Amazon in $15B Flipkart Battle

#44

Post by scarface74 »

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.

A cloud platform that's an alternative to AWS.

Re: Walmart Beats Amazon in $15B Flipkart Battle

#45

Post by whoisjuan »

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…

Thank you "wlabs" for your impartial insights and opinions about "Walmart Labs"... (at least they didn't use a throwaway account).

Re: Walmart Beats Amazon in $15B Flipkart Battle

#46

Post by mbesto »

remir wrote: post #34
wil421 wrote: post #16

Earlier quoted context omitted.

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.

Google has the most advanced search engine on the web. Most people do a Google search for product and probably end clicking on a Amazon link. Instead of leaving Google, you could click on the product, see reviews and buy it directly from Google's UI.

The GP was saying Google's tech could enhance it's supply chain, not it's customer acquisition. That's not a tech advantage, that's called leverage.

Re: Walmart Beats Amazon in $15B Flipkart Battle

#47

Post by jethro_tell »

elvirs wrote: post #38
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…

show me one good thing that came from Walmart Labs.

Their wikipedia shows:

Kosmix is a search engine that allows users to perform advanced searches via multiple filters.

MeeHive delivers news to your iPhone and iPod touch that reflects your interests. But for a service so focused on the reader's interests

Right health which is a health focused kosmix?

TweetBeat - a twitter client with filtering?

I mean, not exactly xerox/PARC

Re: Walmart Beats Amazon in $15B Flipkart Battle

#48

Post by actuator »

mars4rp wrote: post #41
sandGorgon wrote: post #37

India is now poised to be the only country in the world with a two way fight between Amazon and Alibaba. Three way if you consider Walmart.

This is crazy! As we all know, online retailers are killing local businesses, in US it might make sense because the profit goes to another sector of economy, Amazon is going to hire more developers and invest in other products that in long run might not be total lose for the whole economy! what a country like India is going to gain by letting American and Chinese companies destroy her local businesses and take the pr…

Not colonization but this is what happens when most Indian businesses won't be willing to burn huge amount of money to get growth initially. That lack of funding environment is a good opportunity for cash rich foreign investors who have an appetite for that kind of growth.

I can only think of one recent IPO in India from tech space which did well, Infibeam[0]. But then again they had a good business model which didn't require burning a lot of money.

0. https://www.valueresearchonline.com/stocks/snapshot.asp?code...

Re: Walmart Beats Amazon in $15B Flipkart Battle

#49

Post by hahla »

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

Alexa rank isn't a very accurate metric and I wouldn't give it much thought. I would focus more on the actual users they have on their ecosystem, demographic, frequency of ordering, etc.

Re: Walmart Beats Amazon in $15B Flipkart Battle

#50

Post by actuator »

thisisit wrote: post #43
anilshanbhag wrote: post #31

Earlier quoted context omitted.

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.

That is a really interesting thought. How is website ranking a wrong metric compared to app reviews? Especially considering once upon a time Flipkart tried ditching their website and going app only.

Because a lot of the internet access(user count) in India is coming from smartphones on 4G. So, it might be that most ecommerce purchases are from apps not the site itself.
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