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Ocado has developing competition for microfulfilment (smaller distribution centres that can sit in urban centres closer to customer homes): TakeOff are building 50 centres in the US. Alert Innovations have a trial with Walmart in the US. Fabric (was Commonsense) have 560 m2-sized centres in Israel. Etc.
Ocado’s 13 month build-out sounds quite slow compared to some of these, but you’d guess there will be plenty of space for companies in this category.
(Of course the logical end point of putting distribution centres ever closer to the last mile might be that they become convenience stores. Or Amazon eventually just builds the warehouse around the city, which it is effectively trying out with its temporary pavement distribution efforts…)