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By controlling the whole value chain, goPuff is also able to build a business model with proven positive unit economics. On the supply side, goPuff is able to cut intermediaries and order products directly from CPG brands that it will resell to the end customers with a healthy premium. On the delivery side, goPuff's warehouses are used only fo... See more

Kagan Sumer — founder of Gorillas, one of the best known startups in the Quick Commerce space — consistently says, “We have the technology to go to space and we’re still going to the supermarket?” It’s a thought provoking idea, especially when compounded by our poor ability to manage our personal kitchen pantry inventory, which results in 54 billio... See more

The most important shift in restaurants in the past decade has been the rise of online ordering and delivery. UberEats, Postmates, Doordash, and a handful of other apps have been knife-fighting (in extremely uneconomical ways) for the privilege of becoming food delivery aggregators. Own enough customer demand, the thinking goes, and not only will r... See more

Beyond amassing megabucks, the Webvan entrepreneurs seemed to do everything right. Backed by experienced venture-capital investors, the company raced to build vast automated warehouses and bought fleets of delivery trucks while building an easy-to-use website. Webvan hired a seasoned CEO from the consulting industry. What’s more, most initial custo

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Based on this high level analysis, it’s not surprising to see that alcohol, convenience, and pet are emerging as battlegrounds for on-demand delivery of late. Uber acquired alcohol delivery startup Drizly last year, and GoPuff acquired Liquor Barn in June. Doordash has recently expanded into Pet and Floral.