“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.”
quote is from the automated transcript, cleaned for reading:
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More from Casey Winters
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Casey Winters: Functional ops roles are a hack for underlying issues
“Functional ops roles, whether it's product ops or marketing ops or You know, whatever they're a hack to deal with some sort of functional issue on your team.”
Casey WintersJul 21, 2022▶ 33:44How to sell your ideas and rise within your company | Casey Winters, Eventbrite
PredictionNot checkable as stated
Winters: Resource-rich startups will disappear within five years
“And you know, that's gonna go away over the next five years. And it sort of takes us back to what product management used to be like, which was, you know, you didn't have all these resources around. You didn't have all this time to figure it out because if you…”
Winters: Most PMs are better at performative interviewing than the actual job
“I feel like the whole thing's gotten so performative. It's like interviewing is handing out Oscars based on who's prepared the best. Tell me about a time response versus actually assessing like who can do the job we're hiring for. So it's like most PMs are bet…”
Winters: Incumbents must assume existential disruptors are playing an optimal game
“Unless you have a real viable reason to assume otherwise, you gotta assume the disruptor is right. And base your strategy on them playing an optimal game.”
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.”
Winters: Adding SaaS to a marketplace is easier than the reverse
“It's going to work, but it's hard and it's not replicable for a lot of other SaaS businesses. You need to have a direct relationship with your customer's customers. First off, those customers need to have needs beyond that single supplier. Usually it's like a …”
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