Stripe raises $600M at nearly $36B valuation

I love the quote from John Collison:

"This is digital migration in a very compressed period of time, for both businesses and customers," Collison adds. "My mom recently asked me if I'd heard of 'this Instacart thing.' Yeah mom, I have."

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?

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.

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.