I opened last night’s PandoMonthly with Index Ventures’ Danny Rimer by ever-so-politely asking what his biggest flameout was. He didn’t have to hesitate: The $1 billion-plus gamble on HomeGrocer back in the dot com days.

But somewhere deep inside, he hasn’t let go of the dream. At the end of the evening, one of the most fascinating things he described was a future with no supermarkets. Back when we talked to Marc Andreessen about his somewhat extreme belief that all brick and mortar retail is going away, I figured at least supermarkets would be safe. But Rimer painted a pretty compelling — and far more sensible — vision.