Just Eat

“It's still in stealth, but it's a company that operates in the same space as Just Eat. And again, I invested it because of the team and actually the unit economics of food takeaway and delivery startups are pretty compelling.”

“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…”

“We have almost no overlap with Just Eat or Delivery Hero.”

“We ended up, you know, leading the round with golden golden ventures out of Toronto. So I think, you know, they recently sold to Just Eat for, you know, two hundred million Canadian, so we're excited about that.”

“There was the generation one of food delivery in, in the case of Spain, Barcelona, where we started the business, it was Just Eat that basically had a marketplace where they aggregated restaurants that did the delivery themselves, but there wasn't a marketplac…”

“Just Eat, Deliveroo and Uber Eats, and they all make money in the UK, I would say decently so.”

“Now, I don't think that there is, it's possible to consolidate UK and a few other market due to high trust. Reasons. So you can probably not consult at Deliveroo and just eat the Uber and Deliveroo and so on.”

“And they never raised money. So they were so efficient.”