Stripe raises $600M at nearly $36B valuation

So the question is, will the adoption of these services stick after things return to a more normal state?

Certainly there will be some stickiness, but how much and for whom?

To state the obvious, some adoption will be permanent but others not much. Where that will happen and by how much is a diff question.

Example, will people go back to Starbucks or will they keep on making more coffee at home, maybe get an entry espresso machine?

When will things return to a more normal state?

The biggest barrier to late adopters is the learning curve and confidence: They worry that new tech will take too long to learn, and they're not confident it will work right.

Right now a lot of people have no choice but to learn how to meet with Zoom, how to order with Instacart, how to communicate through Slack, ... And as they do, hopefully things are working out OK and they're building confidence in those technologies.

When the pandemic subsides, I don't see much reason for people to revert en masse.

We had been talking about trying out instacart in December. I was just spending lots of time running to pick things up at the store. We used to grocery shop small orders every 2 days or so. Sometimes daily.

Now we are trying to minimize going out at all. So we've been using instacart and shipt for over a month and it's a big time saver. So I expect we will continue to use them once we are in a more normal state.

So I expect lots of people will keep using them just because it saves time.

I think normal is going to be way out like 18 months at least and probably longer.

Even at that point we're probably going to be minimizing crowds and shopping in stores. And we're definitely going to be shopping less frequently and larger grocery orders.

This event will change how a large % of us lives and shops for a long time.

I don’t know. People are creatures of habit though. People will return to old routines to different degrees.

Even Mao with his Hong weibings wasn’t able to stamp out the parts of Chinese culture he wanted to stamp out forever.

The biggest barrier to instacart is that the experience is awful. 80% of the time the deliverer calls to say they can't find half the items and half the time don't do what you tell them. Then it costs $10-20 extra, nah.

Still competitive with "sending husband out to get groceries"