Seamless
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 26, 2025 by Tony Xu · said 1 times in 1 episodes since 2025 · across every show →
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Mar 26, 2025 neutral
Xu: Incumbents only served 20,000 US restaurants with existing delivery fleets
“There were 20,000 maybe restaurants offering delivery at the time, and that's who Incumbents would work with, you know, the Grubhubs or the Seamlesses. They would partner with these restaurants that had their own delivery fleet, and they would, you know, just …”