#DoorDash

Charlie Zvibleman

CharlieZvible

MS hosted v good call w/JitseMasa : SprintJitse : $GRUBI find busts in his logic and have revamped my winners/losers after listening to his strategy (thread) A few things are

Rohit Chopra

chopraftc

Food delivery apps, like @Grubhub and @DoorDash, are part of the middleman economy, sitting between restaurants, drivers, & customers.Without a restaurant- or driver-run alternative, dominant delivery apps can extract more

wilfred chan

wilfredchan

uber is buying postmates. as a part-time courier who works for both, this is bad news. while both are staunch anti-worker companies, fewer and bigger players means even less worker

Danielle

danielleismessy

Favorite reads of the week Arbitrage and Door Dash.@ranjanxroy wrote a super in depth look at the darker side of food delivery apps.https://themargins.substack.com/p/doordash-and-pizza-arbitrage .@ranjanxroy writes a newsletter with

Cory Doctorow

doctorow

Gig economy delivery apps claim that they're operating "two-sided markets," connecting delivery people with restaurants. Actually, they're useless, overcapitalized, predatory, money-haemorrhaging parasites.1/ They raise ti

Eshan Shetty

eshan_shetty

Quick thread on the Doordash S-1 below @DoorDash founded in 2013 by a group of Stanford graduates among which is current CEO @t_xu and @khoslaventures partner @evancharles . Doordash was

Barred in DC

barredindc

PSA thread - When ordering delivery and/or takeout, please try to keep in mind easy things so the establishment can keep more of the money/stay viable. Some of these might

Monday Q Info

acaseofthegolf1

Doug Quinones won 5K and this watch yesterday. And it all started when he working for Doordash as a delivery driver and took a guy Chipotle. Let me explain, in

Charlie Zvibleman

CharlieZvible

Cat Rock posted a thoughtful presentation with their thesis on $JEThttps://justeatmustdeliver.com/letters In the spirit of debate, let’s dig in: BUT HOLD ON - JET the Meituan of the West?Meituan is THE

Ezra Galston

EzraMoGee

food delivery is a category case study for the record books. so much intrigue and game theory if you know where to look under the hood. major externalities also brewing

☂️ Joey Wieser ☂️

itsjosephryan

THIS SILVER FORD JUST TRIED TO BARREL THROUGH A GROUP OF SEATTLE PROTESTERS License plate: C47474R Ford Ranger Driver description: White male, clean-shaven, lean, late 20’s/early 30’s Help us find

NYSE 🏛

NYSE

1/6: It’s a major milestone when a company lists on the NYSE and begins trading for the first time. Today, we’re celebrating that moment by launching NYSE First Trade NFTs.

JesúsAntonio

eltintero

Just published my latest (11th) newsletter. Own your client! https://eltintero.substack.com/p/11-tu-cliente-es-tuyoPlz RT if you enjoy it In my latest newsletter (called "Own your customer") I start talking about how tt is

Cory Doctorow

doctorow

"Gig economy" is a polite term for "worker misclassification" - a way to violate labor law by pretending that your employees are actually independent contractors. 1/ Unsurprisingly, the companies that

Dara Kerr

darakerr

I spent the past few weeks looking at a multi-million dollar ballot measure campaign in California, Prop 22. It’s an effort by Uber, Lyft, DoorDash, Instacart and Postmates to avoid

wilfred chan

wilfredchan

Thread: I'm a part-time courier for @Postmates, @UberEats, @Caviar. I'm young, college educated, and do this on the side, on my own schedule. I am the mythical worker these companies