The Ledger
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Calacanis: Driving, delivery, and warehouse jobs will inevitably be automated away
“If you think about the average American citizen, you know, they have somebody in their family who drives for Uber or DoorDash, they have truck drivers, they have Amazon factory workers, and all those jobs are going away. It's just a matter of when.”
Calacanis predicts massive consolidation between Tesla, Uber, Waymo, and delivery apps
“I think the age of autonomy is here, and I think there is going to be Some partnerships that will happen between Amazon, DoorDash, Uber, Tesla, Waymo, and that cohort, and I would not be surprised to see Tesla could buy Uber right now for but 10% of its market…”
Kalanick: Uber Eats and DoorDash represent only 2% of US meals
“Uber Eats and DoorDash, they represent like 1.8% or two percent of all meals right now.”
Chamath: DoorDash has the biggest upside among delivery and platform stocks
“Now, I think of all the three businesses, Dash probably has the biggest upside, quite just like, again, Parm's length. I don't own any of these three stocks. I'm just saying business model quality, Dash seems infinitely scalable.”
Travis Kalanick claims US food delivery apps are copying old Chinese features
“A lot of the innovation you will see coming out on Uber Eats or DoorDash Like the stuff that's coming out now is stuff that existed three years ago, four years ago in China, maybe longer.”
Calacanis predicts consumer comfort services like DoorDash and Uber will thrive in 2024
“I'm going to go with consumer comfort services. I think as austerity measures and this, whether we have a soft landing or a recession, it's clear the consumers have spent all their money. So they're going to go for small luxuries like DoorDash, Airbnb, Uber, s…”