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Just Eat Takeaway and New Solutions to Old Problems
This vulnerability is not unique to food delivery. The same pattern of leapfrogging an incumbent by dramatically expanding the potential supply-base happened in home-sharing and travel.
Sarah Tavel • Food Delivery Wars: 3 Takeaways From The UberEats, Postmates, Grubhub, DoorDash Ecosystem—How It…
Given the importance of route optimization and maximizing orders per delivery run, Asian food delivery platforms may have a much better shot at improving margins.
Sangeet Paul Choudary • The economics of food delivery platforms
Meituan had triumphed in a brutally competitive environment, beating out thousands of similar group-buying websites to dominate the field. It then branched out into dozens of new lines of business. It is now the fourth most valuable startup in the world, valued at $30 billion, and Wang sees Alibaba and Amazon as his main competitors going forward.
Kai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order
Customers still demand delivery but it’s now obvious that the existing delivery app business model is not sustainable for restaurant owners
Jeremy Diamond • Feeding The Rebels
Grubhub was early to the food delivery game and unlike its VC-backed competitors, it was consistently profitable. That its business model worked should have given Grubhub a leg up, but what it actually meant was that the company was playing a different game from competitors bloated with venture capital and untethered to things like profit and unit ... See more