Everything, Now!

The shift away from traditional subscriptions will quicken pace, driven by the proliferation of on-demand solutions across all areas of modern life. Categories like content consumption (Netflix, Spotify), Travel (Uber, Lime), and food delivery (Deliveroo, DoorDash) are creating an atmosphere on everything on our terms, at all times. These category-... See more

Most grocery stores have now begun to offer some form of their own in-house delivery, some of which are profitable. These profitable models generally have higher minimum order requirements, markups on items, non-flexible delivery windows (often multiple deliveries are pooled into one driver trip to save costs), and an unclear view into what product... See more

How did we get to a place where billions of dollars are exchanged in millions of business transactions but there are no winners? My co-host Can and my restaurant friend both defaulted to the notion “delivery is a shitty margin business” when discussing this post. But I don’t think that’s sufficient here. Delivery can work. Just look at a Domino’s s... See more