In today’s newsletter Benedict Evans wrote: “Amazon is hiring 100k more people to handle demand and Instacart is adding 300k (!). I keep wondering how much of this forced adoption will stick once we get back to normal – some things that were inevitable will be accelerated, but there is also now a mass experiment for lots of other fields. Where physical retail is acting as a logistics endpoint, converting it to delivery is mostly a unit economics question (and that will vary by product), but a lot of retail is about more than that – service, discovery, curation, or just leisure. So, how much of that gets converted to Instagram? Does the D2C bubble re-inflate? Links:  Amazon, Instacart“