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At first it sounded like a better version of online Costco, which sounds awesome since Costco's selection is limited. But after reading how it really works I'm not so sure this will be that competitive vs. Amazon. There's a dependency on other merchants it sounds like?

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over 40% of Amazon sales are from their 3rd party marketplace which relies on third party merchants. If those merchants were allowed to sell without paying Amazon 15% commissions and without competing directly with Amazon's first party sales, you would imagine they could become even more competitive on price. there is no reason Jet will not be consistently lower than Amazon on price especially since they take on no infrastructure costs.

I see. As a prime member my perspective only shows me how I use Amazon. I always use the Prime filter and try to buy things that are Shipped from and Sold from Amazon. For 3rd party merchants than this definitely sounds impactful.

I wonder if there's any room for Jet to satisfy those who seek impulse buys, convenience, and speed.

From the article, it seems like you still can, you'll just pay a higher price. If you want next day shipping on one item, you can do that; you just won't reap the benefits of their bundling idea.

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