Hey everyone 👋 — I’m Avirath. I learn a lot from reading S1 teardowns, company analysis reviews, IPO previews and more. I wanted to share this knowledge with my readers - that’s the motive behind this newsletter. This article covers a close breakdown of the elements of new age instant commerce startups like GoPuff, getir, JOKR, Gorillas and more. These startups have raised a lot of venture money in the past two years but whether or not their model will sustain in the long run is an interesti...