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Daybreak · September 22 · 16 min

Amazon’s quick-commerce win will be less about speed and more about Prime

Make The Ken's Daybreak X First Principles Autumn Playlist here. Amazon Now just crossed $1 billion in annualised gross sales, faster than Zepto did. But it's still miles behind Blinkit, still losing money in India, and still playing catch-up on scale. So why is its latest investment not focused on quick commerce? Because for Amazon, the real fight isn't about who delivers fastest. It's about who can afford to lose money longer, and who has more to sell you than just groceries. Today, host Rachel Varghese digs into Amazon's $300 million infrastructure bet, the food-safety raids exposing cracks in the dark-store model, and why Prime, and not 10-minute delivery, might be Amazon's actual edge heading into festive season. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

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Make The Ken's Daybreak X First Principles Autumn Playlist here.

Amazon Now just crossed $1 billion in annualised gross sales, faster than Zepto did.

But it's still miles behind Blinkit, still losing money in India, and still playing catch-up on scale.

So why is its latest investment not focused on quick commerce?

Because for Amazon, the real fight isn't about who delivers fastest. It's about who can afford to lose money longer, and who has more to sell you than just groceries.

Today, host Rachel Varghese digs into Amazon's $300 million infrastructure bet, the food-safety raids exposing cracks in the dark-store model, and why Prime, and not 10-minute delivery, might be Amazon's actual edge heading into festive season.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

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