Do you think this acquisition actually opens doors for Instacart/Shipt? Existing grocery chains are now going up against Amazon. Maybe they'll be more willing to partner with Instacart/Shipt to compete?
Think about this: "The enemy of my enemy is my friend."
Who is Amazons BIGGEST enemy? Probably Walmart.
Getting a partnership with Walmart would be HUGE for Shipt. And honestly would be good for Walmart as they try to defend their turf.
Sarah Perez had a good article related to this: "Amazon wants to become Walmart before Walmart can become Amazon" (https://techcrunch.com/2017/06/16/amazon-wants-to-become-wal...)