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food delivery

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Nov 25, 2015 by Daniel Waterhouse · across every show →

Everything said about food delivery, oldest first

Nov 25, 2015 bearish
Opinion
Waterhouse: Food delivery is the most overhyped sector in tech
“Overhyped is food delivery.”
Daniel Waterhouse Nov 25, 2015 ▶ 19:32 20 VC 091: Daniel Waterhouse @ Balderton Capital on Investing Styles, Venture Landscapes and The Future of AI
Feb 26, 2025 negative
Insight
Customer Discount Vouchers Push Food Delivery Orders Into Negative Unit Economics
“And vouchering in our business is, is horrible because you don't have, the margins are really thin. Anytime you go into a voucher, you go into negative economics.”
Oscar Pierre Feb 26, 2025 ▶ 30:04 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Aug 17, 2026 bullish
Assertion Supported
Macdonald: Uber's delivery business is nearly mobility's size and growing faster
“Because, I mean, even this sort of like the existential questions we get about AV tend to ignore the fact that we have basically an equally sized food delivery business that's in market leading positions in most of our markets around the world. We get almost z…”
Andrew Macdonald (Mac) Aug 17, 2026 ▶ 54:44 Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
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