Food Delivery
topic on 8 shows · 12 statements across 12 episodes
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12 statements about Food Delivery, every show
Macdonald: Uber's delivery business is nearly mobility's size and growing faster
“Because, I mean, even this sort of like the existential questions we get about AV tend to ignore the fact that we have basically an equally sized food delivery business that's in market leading positions in most of our markets around the world. We get almost z…”
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…”
Grocery-Priced Meal Delivery Requires Automated Food Production and Delivery
“A meal that's efficient, you know, so efficient it starts to approach the cost of going to the grocery store. A meal that's prepared and delivered to you. That's real. You must do automated production of food. You must do automated delivery of the meal.”
Adamson: Static paper orders fail in food delivery due to kitchen dynamics
“Paper is, is analog, it's fixed, but the process of preparing food needs to be dynamic because Depending on how backed up that kitchen might be, and depending on where that courier picking up that food is, those are gonna change. So if you print something that…”
Customer Discount Vouchers Push Food Delivery Orders Into Negative Unit Economics
“And vouchering in our business is, is horrible because you don't have, the margins are really thin. Anytime you go into a voucher, you go into negative economics.”
Lin: Food delivery creates more value in suburbs than in dense cities
“The value for someone who lives in the suburbs and have to drive 20 minutes to go get their food is higher than someone that can go from their apartment, go downstairs and walk a few blocks and get the food and bring it back home.”
Amlani: Food Delivery Business Competes With Home Kitchens, Not Restaurants
“The delivery business is competing with the kitchen, is not competing with restaurant.”
Lore: Consumers will refuse to accept soggy delivery fries within ten years
“I don't think. 10 years from now, people are going to still be satisfied with soggy fries.”
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.”
Fontana: Society Is Entering an Era Where No One Cooks
“It pains me to think that we're going into an era where no one cooks their own food, but we are, and delivery and various other technologies are getting so good that you click a button and you get food in 10 minutes, and people love that, of course.”
Zimmer: Lyft prioritized US coverage over food delivery and global expansion
“We've chosen to be careful about international launches. We've chosen not to go into food delivery, but we did think having coverage in the United States for every American is a critical factor.”