Amazon's grocery could be a trojan horse to move revenue higher, says Evercore ISI's Mark Mahaney

this will position Amazon more aggressively against competitors like Walmart, Instacart and DoorDash, all under pressure today, with Instacart falling 15% just since yesterday. Joining us now, Mark Mahaney, head of internet research at Evercore ISI. Mark, great to see you.>> Hey, Melissa. >> Is it as disastrous as the declines we've seen over the past couple of days. I mean, I would imagine with Amazon going in, the only way to compete would be on price.And that could be sort of a race to the bottom for the ...