Grubhub

6 statements across 6 episodes · 3 bullish · 1 bearish · 6 people on the record · first statement Nov 6, 2015 by Willie Biggart · said 40 times in 19 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (14), Casey Winters (11), Ezra Galston (2), Bastian Lehmann (2), Alfred Lin (2), Willie Biggart (1), Steven Galanis (1), Sarah Tavel (1)

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2024 2 mentions in 1 episode
2023 3 mentions in 3 episodes 1 per episode
2022 3 mentions in 2 episodes 2 per episode
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2020 7 mentions in 2 episodes 4 per episode
2019 2 mentions in 2 episodes 1 per episode
2017 1 mention in 1 episode
2016 2 mentions in 1 episode
2015 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Grubhub, oldest first

Nov 6, 2015 bullish
Assertion Not checkable as stated
Biggart: B2C food tech is crowded, but B2B catering software has few competitors
“What's interesting with our market is there is a huge explosion of B to C food technology offerings. I'm thinking of seamless. I'm thinking of Grubhub, Deliveroo, Just Eat in the UK big, big technology platforms making it easier for consumers to order their pi…”
Willie Biggart Nov 6, 2015 ▶ 10:13 20 VC FF 20: Shaking Up The Food Industry With Willie Biggart @ Spoonfed
Nov 23, 2020 neutral
Assertion Supported
DoorDash outmaneuvered Grubhub and Uber Eats by subsidizing economics for market dominance
“DoorDash in particular that was able to raise an incredible amount of capital, and they were competing against Grubhub and Uber Eats, both of whom were at that point public companies, and then were being evaluated by a completely different rule book in a way. …”
Sarah Tavel Nov 23, 2020 ▶ 18:09 20VC: Benchmark's Sarah Tavel on Why Chasing GMV Will Lead To The Wrong Direction, The 2 Crucial Tipping Points For Marketplace Adoption, Why UGC Plays Are Like Marketplaces & How To Determine Between Existential and Non-Existential Risk
Jan 27, 2021 negative
Disclosure
Sequoia Passed on Grubhub, Caviar, Postmates, and TaskRabbit
“And actually, between 20 11 and 20 13, we evaluated opportunities to invest in Grubhub, in Caviar, in Postmates, in TaskRabbit, because I was fascinated with this space. We passed on each of those opportunities, not partly because we're somewhat concerned abou…”
Alfred Lin Jan 27, 2021 ▶ 4:42 20VC: The Memo: Sequoia's Alfred Lin on Why Chasing GMV Leads To Bad Behaviours, How To Approach Competition and Capital Efficiency & The Core Importance of Understanding the Difference Between Input and Output Metrics
Sep 22, 2021 positive
Assertion Partly supported
Grubhub expanded from 3 to over 1,000 cities prior to $7.3B exit
“Casey played an instrumental role in scaling Grubhub from three cities to over a thousand, and from a one million dollar series A to an IPO and a 7.3 billion dollar exit.”
Harry Stebbings Sep 22, 2021 ▶ 1:00 Welcome 20Growth: How To Hire a Head of Growth? What are Signs of World-Class Talent? How To Structure the Process? How To Onboard Growth Teams? The Relationship Between Head of Growth and CEO and more with Casey Winters, Chief Product Officer @ Eventbrit
Mar 25, 2022
Assertion Not checkable as stated
Winters: Intuition-based growth experiments failed at every new job he took
“Every growth experiment I've recommended when I've joined a company, I'm fundamentally using more of my gut from previous experience. Every time that has not worked.”
Casey Winters Mar 25, 2022 ▶ 4:28 20VC The Memo: Inside the Growth Engines of Facebook, Twitter, Instagram and Instacart with the Growth Leaders Who Built Them; How Instagram Went from 440M to 1BN, How Twitter Changing Their Signup Flow was a Needlemover and How Removing Card Payment Requ
Oct 25, 2023 positive
Assertion Supported
Yelp sold Eat24 to Grubhub for double its acquisition price
“Now we bought a company called eat 24 is a food delivery startup. And so I kind of got dropped in to be had a product for that subsidiary helped grow that business. This wasn't our original intent, but we actually sold it to Grubhub just about two years later …”
Ely Lerner Oct 25, 2023 ▶ 1:56 Ely Lerner: Should Startups Hire Advisors & How much should they be paid? | E1075 · 20VC with Harry Stebbings
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