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Grubhub

4 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Jul 21, 2022 by Casey Winters · said 31 times in 3 episodes since 2022 · across every show →

Mentions by year

brought up most by Lenny Rachitsky (21), Casey Winters (10)

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2023 28 mentions in 1 episode
2022 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Grubhub, oldest first

Jul 21, 2022
Disclosure
Casey Winters: Grubhub scaled double-digit million marketing without ops team
“As someone who ran a double digit million marketing budget at Grubhub without marketing ops, because we invested in automation and we invested in process, it scares me when the first tactic people to go to is to add people to help scale.”
Casey Winters Jul 21, 2022 ▶ 32:31 How to sell your ideas and rise within your company | Casey Winters, Eventbrite
Mar 30, 2023 positive
Insight
Winters: Delivery and catering orders are pure margin for restaurants
“Delivery orders and catering orders are basically pure margin to restaurants. The chefs are already there. The, you know, the rent is already being paid. The more things we pump out of the kitchen, the more money we make.”
Casey Winters Mar 30, 2023 ▶ 56:29 Thinking beyond frameworks | Casey Winters (Pinterest, Eventbrite, Airbnb, Tinder, Reddit, Grubhub)
Mar 30, 2023 negative
What-if
Winters: Grubhub's only survival play was acquiring DoorDash early
“So I think the only play here was to buy DoorDash as early as possible and let DoorDash and their operationally heavy culture eat Grubhub from the inside out.”
Casey Winters Mar 30, 2023 ▶ 50:10 Thinking beyond frameworks | Casey Winters (Pinterest, Eventbrite, Airbnb, Tinder, Reddit, Grubhub)
Dec 27, 2023 negative
Insight
Grubhub was disrupted because public market scrutiny blocked private capital tactics
“GrubHub wasn't able to, for different reasons. They were a public company. And so they couldn't, couldn't access capital in the same way that the private markets could, but they were too slow. To change the atomic unit of their supply to have delivery that the…”
Sarah Tavel Dec 27, 2023 ▶ 1:40:00 The hierarchy of engagement | Sarah Tavel (Benchmark, Greylock, Pinterest)
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