McDonald's

9 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Oct 25, 2021 by Will Shu · said 70 times in 27 episodes since 2015 · across every show →

Mentions by year

brought up most by Oscar Pierre (20), Harry Stebbings (14), Nick Frosst (7), John Neman (4), Willie Biggart (3), Andrew Macdonald (Mac) (3), Will Shu (2), Miles Grimshaw (2)

mentionsepisodesper episode tap a year for its mentions

2026 5 mentions in 3 episodes 2 per episode

Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash Aug 17, 2026 · 3 mentions · from 26:17
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock Aug 22, 2026 · 1 mention · from 55:20
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings Apr 25, 2026 · 1 mention · from 2:04
every mention in 2026, scene by scene →

2025 29 mentions in 4 episodes 7 per episode

Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings Feb 26, 2025 · 20 mentions · from 0:19
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings Sep 1, 2025 · 7 mentions · from 1:07:44
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings Dec 22, 2025 · 1 mention · from 1:10:49
Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings Jan 8, 2025 · 1 mention · from 28:22
every mention in 2025, scene by scene →

2024 5 mentions in 3 episodes 2 per episode

Aman Narang: 5 Lessons Scaling Toast to $14BN Market Cap | E1192 · 20VC with Harry Stebbings Aug 21, 2024 · 2 mentions · from 38:00
Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings Jun 17, 2024 · 2 mentions · from 35:28
Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings Nov 1, 2024 · 1 mention · from 9:22
every mention in 2024, scene by scene →

2023 10 mentions in 4 episodes 3 per episode

Matthieu Rouif: The Story of PhotoRoom, Is This YC’s Most Capital Efficient Company? | E1074 · 20VC with Harry Stebbings Oct 23, 2023 · 6 mentions · from 5:49
Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings Sep 18, 2023 · 2 mentions · from 1:34:08
Nikhil Basu Trivedi: Why 99% of AI Investments Will Go Bust | E1057 · 20VC with Harry Stebbings Sep 6, 2023 · 1 mention · from 59:37
Adam Mosseri: Why Video Is Bad For Business; Does Feed Matter Anymore? | E1039 · 20VC with Harry Stebbings Jul 24, 2023 · 1 mention · from 1:42
every mention in 2023, scene by scene →

2022 7 mentions in 4 episodes 2 per episode

20VC: Sweetgreen Founder Jonathan Neman on Leadership Lessons from Managing Through COVID, The Importance of Failing Fast and Iterating & How the Best Leaders Bring Together Brand, Capital Allocation and Strategy Jan 26, 2022 · 4 mentions · from 4:43
Brian Singerman: How I Became a Partner at Founders Fund, Why We Put $400M into Anduril | 20VC #943 · 20VC with Harry Stebbings Oct 31, 2022 · 1 mention · from 42:52
Gary Vee: My First 3 Angel Investments; Why I Changed My Mind on Facebook Video | 20VC #899 · 20VC with Harry Stebbings Jun 20, 2022 · 1 mention · from 27:08
How I Bought 12% of Google for $12M; How VC is Fixing Climate Change | John Doerr Full Interview · 20VC with Harry Stebbings Feb 21, 2022 · 1 mention · from 17:47
every mention in 2022, scene by scene →

2021 4 mentions in 3 episodes 1 per episode

20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats Oct 25, 2021 · 2 mentions · from 20:33
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 Jan 27, 2021 · 1 mention · from 28:21
20VC: Twitter Co-Founder Biz Stone on The 3 Stages of Wealth, The Return To Twitter in 2017 and the Associated Missions and Challenges & Why Silicon Valley is not an "Insiders Only" Universe? Jan 8, 2021 · 1 mention · from 31:53
every mention in 2021, scene by scene →

2019 2 mentions in 1 episode

20VC: What Makes The Best Venture Firms Today So Special, The 3 Structural Impediments That Face Venture Today and Why The Debate on AR vs VR is BS with Anjney Midha, Founder & CEO @ Ubiquity6 Feb 8, 2019 · 2 mentions · from 11:24
every mention in 2019, scene by scene →

2018 4 mentions in 3 episodes 1 per episode

20VC: Behind The Scenes of a $Bn IPO Process, What Startups Can Learn From Teddy Roosevelt's "Five Minute Meetings" and What John Lennon Teaches Founders About Storytelling with Howard Lerman, Founder & CEO @ Yext Sep 14, 2018 · 2 mentions · from 23:07
20VC: First Round's Phin Barnes on How The Best Founders Optimize for Learning Per Dollar Spent, What Makes A Truly Special Founder/VC Relationship and Why Pattern Recognition is Another Term For Intellectual Laziness Oct 15, 2018 · 1 mention · from 0:30
20VC: Why The Current Crop Of VC Does Not Understand Design, Why Product Market Fit Is A Liquid Not A Solid & How Graduates Can Optimise Their Career for Personal Development with Steve Vassallo, General Partner @ Foundation Capital Feb 26, 2018 · 1 mention · from 0:51
every mention in 2018, scene by scene →

2017 1 mention in 1 episode

2015 3 mentions in 1 episode

20 VC FF 20: Shaking Up The Food Industry With Willie Biggart @ Spoonfed Nov 6, 2015 · 3 mentions · from 20:53
every mention in 2015, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about McDonald's, oldest first

Oct 25, 2021

Assertion Supported

Will Shu: Uber Eats used McDonald's as a global expansion weapon

“They had McDonald's. Right. They had this secret weapon and McDonald's is the world's most famous food brand.”

Will Shu Oct 25, 2021 ▶ 20:33 20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats

Jan 26, 2022 bullish

Prediction Not checkable as stated

Neman: Sweetgreen Will Become the McDonald's of Its Generation

“We started building restaurant two and three, and really started to lay the foundation for what we believe will be the McDonald's of our generation.”

John Neman Jan 26, 2022 ▶ 6:58 20VC: Sweetgreen Founder Jonathan Neman on Leadership Lessons from Managing Through COVID, The Importance of Failing Fast and Iterating & How the Best Leaders Bring Together Brand, Capital Allocation and Strategy

Feb 26, 2025

Assertion Not checkable as stated

Glovo Had Only Three Weeks of Cash Left During McDonald's Deal Negotiations

“Like these contracts take time and I have three weeks left of cash.”

Oscar Pierre Feb 26, 2025 ▶ 22:15 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings

Feb 26, 2025

Assertion Not checkable as stated

Early Glovo Customers Unexpectedly Used the Errand App to Order McDonald's

“And then when we launched it, the first aha moment now that really, you know, made our ambitions a lot bigger was that we started seeing people. Ordering McDonald's. They order Big Macs.”

Oscar Pierre Feb 26, 2025 ▶ 2:13 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings

Feb 26, 2025

Disclosure

McDonald's Share of Glovo Orders Declined to 10-20% Across Most Markets

“So it was just a matter of time that that 70% decreased to what is some, to, I don't know, the today levels, which is between 10 and 20 in most countries.”

Oscar Pierre Feb 26, 2025 ▶ 16:12 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings

Feb 26, 2025 positive

Assertion Contradicted

Glovo Secured the Largest Delivery Deal in History With McDonald's

“We unlocked the biggest deal of all history for delivery, which was McDonald's.”

Oscar Pierre Feb 26, 2025 ▶ 0:19 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings

Feb 26, 2025

Assertion Partly supported

McDonald's Mandated Global Uber Eats Exclusivity for Delivery in 2018

“The CEO of McDonald's in Chicago sends a message to all the countries and says, Hey, we have to go into delivery and we have one exclusive partner, which is Uber Eats. That was in 2018.”

Oscar Pierre Feb 26, 2025 ▶ 13:15 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings

Feb 26, 2025

Disclosure

McDonald's Once Accounted for 70% of Glovo's Order Volume in Spain

“At some point it was very scary because 70% of our volume in Spain was McDonald's, but I was okay because I knew this was just, it was just part of the customer flow.”

Oscar Pierre Feb 26, 2025 ▶ 15:55 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings

Sep 1, 2025

Disclosure

Frosst: Cohere co-founders celebrate every signed funding round at McDonald's

“We go to McDonald's, yeah, after we signed it. The three of us go to McDonald's.”

Nick Frosst Sep 1, 2025 ▶ 1:07:57 Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings

McDonald's

Mentions by year

Everything said about McDonald's, oldest first

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