takeaway

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 26, 2022 by Chamath Palihapitiya · across every show →

Everything said about takeaway, oldest first

Mar 26, 2022 bearish

Assertion Partly supported

Palihapitiya: Instacart public comps fell 50% to 70% from 2021 highs

“You know, the comps to Instacart are off anywhere between 50 and 70%. You know, takeaway is off 70%. Uber is down 60%. DoorDash was down 55%.”

Chamath Palihapitiya Mar 26, 2022 ▶ 8:27 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

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takeaway

Everything said about takeaway, oldest first

Turn any episode into a week of clips.