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last-mile delivery startups

3 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jul 17, 2023 by Dave Clark · across every show →

Everything said about last-mile delivery startups, oldest first

Jul 17, 2023
Insight
Clark: Acquiring delivery startups does not add driver capacity
“The drivers work on almost all the platforms today or on many of the platforms today. So you're not really picking up capacity.”
Dave Clark Jul 17, 2023 ▶ 17:29 Dave Clark: Lessons from Leading 1M Employees w/ Jeff Bezos at Amazon to CEO of Flexport | E1036 · 20VC with Harry Stebbings
Jul 17, 2023 bearish
Prediction Not checkable as stated
Clark: Unscaled last-mile delivery startups will fail, not be acquired
“And the people without scale just won't make it. They'll go away. I don't expect a lot of acquisition, because there's not a lot of value in acquisition for those.”
Dave Clark Jul 17, 2023 ▶ 17:05 Dave Clark: Lessons from Leading 1M Employees w/ Jeff Bezos at Amazon to CEO of Flexport | E1036 · 20VC with Harry Stebbings
Jul 17, 2023 bearish
Opinion
Clark: A generation of VCs lost money on last-mile delivery
“In my personal opinion, yes.”
Dave Clark Jul 17, 2023 ▶ 15:15 Dave Clark: Lessons from Leading 1M Employees w/ Jeff Bezos at Amazon to CEO of Flexport | E1036 · 20VC with Harry Stebbings
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