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food delivery

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 23, 2020 by Connie Chan · across every show →

Everything said about food delivery, oldest first

Jan 23, 2020
Insight
Super apps pair high-frequency usage with high-margin products to monetize
“They are taking a high frequency, low margin business of food delivery and tacking on low frequency, high margin businesses at low or zero customer acquisition costs.”
Connie Chan Jan 23, 2020 ▶ 3:21 Four Trends in Consumer Tech
Aug 13, 2026 bullish
Prediction Open · timeframe Aug 2031
Kalanick: Automated food delivery will eventually undercut grocery store costs
“Is production of food going to get automated? And is the delivery of food going to get automated? I think we'd all say yes. And if that's the case, then there will be a service that, that prepares and delivers that food at cheaper than going to the grocery sto…”
Travis Kalanick Aug 13, 2026 ▶ 27:35 Travis Kalanick: How AI Will Transform the Physical World
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