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by meta_ai_x 28 days ago
chewy.com is literally pets.com and it is thriving.

Remember HN is mocking the capability/technology itself not the ability of specific firms to survive.

3 comments

>chewy.com is literally pets.com and it is thriving.

Seems like a stretch, considering it's down 50% compared to a year ago.

https://www.nyse.com/quote/XNYS:CHWY

It seems pretty clear to me that we've exhausted the possibilities of the transformer architecture. Whatever we're using in 20 years will certainly be a different technology.
Chewy.com is not pets.com. They're in the same market, but it's not useful to say that a business built around limitless hypergrowth is the same as a business built around medium sized sustainability.