SkipTheDishes

18 statements across 2 episodes · 7 bullish · 2 bearish · 2 people on the record · first statement Mar 8, 2024 by Eran Henig · said 60 times in 11 episodes since 2023 · across every show →

Mentions by year

brought up most by Pablo Srugo (23), Jeff Adamson (12), Miles Shedden (10), Lee Silverstone (2), Cody Ruberto (2), Jordan Boesch (1)

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0053106202320242025episodesmentions per episode
2025 29 mentions in 3 episodes 10 per episode
2024 19 mentions in 6 episodes 3 per episode
2023 12 mentions in 2 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about SkipTheDishes, oldest first

Mar 8, 2024 positive
Insight
Henig: Corporate catering avoids the real-time fulfillment pressure of consumer delivery
“One of the other advantages of corporate catering is that you don't need the food from now to now. Imagine skip the dishes, imagine Uber Eats. You're hungry right now. It's 10 p.m. You're watching Netflix. You want your food to show up if you can in like 20 mi…”
Eran Henig Mar 8, 2024 ▶ 23:56 How to Validate an Idea | Eran Henig, Founder of Thriver · PMF Show
Mar 24, 2025 positive
Assertion Supported
Adamson: In-house delivery unlocked supply from Earls and Five Guys
“Ended up being one of the most valuable things because it just totally allowed us to, you know, add so much more supply. And now it was like the, for the first time ever, you can get like Earl's delivered or five guys.”
Jeff Adamson Mar 24, 2025 ▶ 28:48 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025
Insight
Adamson: Restaurant supply drives demand more than product quality
“I think that supply really is what drives demand. You could have an amazing app, but if you don't have any great restaurants on it, no one's going to want to use it.”
Jeff Adamson Mar 24, 2025 ▶ 11:34 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025
Disclosure
SkipTheDishes Reached Scale With Zero VC Funding Before Uber Eats Launched
“When they launched Toronto, we hadn't even raised a dollar of VC money at that time.”
Jeff Adamson Mar 24, 2025 ▶ 6:29 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025
Assertion Supported
Just Eat Acquired SkipTheDishes for $110M Upfront and $90M in Earnouts
“It was to just eat actually. And it was, so it was a 110, a hundred and ten million dollars in 2016. And then another ninety million over the course of the next couple of years on earnouts.”
Jeff Adamson Mar 24, 2025 ▶ 31:55 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025
Disclosure
SkipTheDishes Rejected Restaurants That Failed to Grasp Incremental Margins
“We didn't want to onboard any restaurants that we didn't feel really got it because if they're like, well, listen, you're taking 25% commission. I'm losing money on every order. We know eventually they're going to turn. So we would actually wouldn't even let t…”
Jeff Adamson Mar 24, 2025 ▶ 22:23 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 positive
Disclosure
Adamson: SkipTheDishes Founding Team Relied on Athletic Backgrounds to Endure Failure
“Growing up in Saskatchewan, a lot of the founding team at skip was a lot of ex athletes aspiring athletes, perhaps weekend warriors. So they were kind of used to a lot of the, maybe the pain and they're kind of used to failure. But they're also used to getting…”
Jeff Adamson Mar 24, 2025 ▶ 2:27 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025
Disclosure
SkipTheDishes Founders Placed Orders Themselves to Retain Early Partner Restaurants
“It was us, like actually, like even like us placing orders with the restaurants, because if a restaurant didn't get an order, they would like forget that they ever signed up. So sometimes we would just place the orders Pablo.”
Jeff Adamson Mar 24, 2025 ▶ 25:14 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 positive
Insight
Adamson: Non-family co-founders enable candid feedback on family-heavy startup teams
“Having someone who's not a family member is also helpful because, you know, and this is something I kind of believe in when it comes to doing business is you never would have to make a choice between your close friends, your family and the business. And I thin…”
Jeff Adamson Mar 24, 2025 ▶ 9:11 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 positive
Insight
Adamson: Secondary markets have massive pent-up demand for tier-one services
“I think we're just a big believer in secondary markets. You know, like we believe that there's a huge amount of pent up demand for Services that you can get in these tier one markets, like London, England. And so I think that the idea of launching Canada and f…”
Jeff Adamson Mar 24, 2025 ▶ 12:37 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 bullish
Assertion Not checkable as stated
SkipTheDishes Maintained 20% Month-Over-Month Growth for Seven Years
“The crazy thing about skip is that when you actually look over the course of the business, like we grew on average over 20% month on month for like. Seven years.”
Jeff Adamson Mar 24, 2025 ▶ 23:54 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025
Assertion Not checkable as stated
Adamson: SkipTheDishes operated without tablets for its first one to two years
“We actually only had a, like a web UI. So it was basically just a website and the restaurants would have to use, like if they had a computer in the back, we didn't launch tablets until a year, maybe two years in.”
Jeff Adamson Mar 24, 2025 ▶ 21:03 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 negative
Assertion Supported
DoorDash Offered Canadian Restaurants 0% Commission to Undercut SkipTheDishes
“Once they started focusing on Canada, they would go and offer restaurants to have what we were doing for 25% commission. They would just do for free.”
Jeff Adamson Mar 24, 2025 ▶ 8:01 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 negative
Insight
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…”
Jeff Adamson Mar 24, 2025 ▶ 15:04 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 neutral
Assertion Partly supported
Jeff Adamson: Canada had no tech-enabled, nationwide food delivery before SkipTheDishes
“Back home in Canada, there really wasn't a service that could do this. Certainly not a nationwide one. And there was kind of like all these mom and pop little delivery companies. It might be five or six in every single different city, but the websites were kin…”
Jeff Adamson Mar 24, 2025 ▶ 5:21 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025
Assertion Contradicted
Just Eat Cycled Through Six CEOs in Two Years After Acquiring SkipTheDishes
“We went through six CEOs of Just Eat in two years, well, after we were there.”
Jeff Adamson Mar 24, 2025 ▶ 32:11 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025
Insight
Adamson: Delivery Marketplaces Cannot Scale Virally Without Breaking Unit Operations
“If all of a sudden you get a ton of orders, like it's gonna overwhelm the delivery network, right? It's gonna, you're not gonna have enough couriers. So you're constantly needing to keep supply and demand perfectly balanced. And anytime they got off, it was so…”
Jeff Adamson Mar 24, 2025 ▶ 25:29 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 positive
Insight
Adamson: Restaurant PMF came from selling incremental orders, not pitching tech
“You could come in and you could talk about online ordering. You could talk about delivery. Those things were. They'll kind of work, but where we saw a really strong part of product market fit on the restaurant side is when we just started selling more orders.”
Jeff Adamson Mar 24, 2025 ▶ 18:12 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
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