Provocative question Roman! Which company (@Grubhub , @UberEats , @Doordash, @Postmates) will need to bend first/fastest to profitability? We know that 3/4 of the players in US food wars are heavy cash burners. That makes the analysis calculable...https://twitter.com/SaviRoman/status/1217999985142140928 …
-
-
As they both have raised so much money at such high prices, such a financing would either be a (a) down-round, (b) super-termy round, or (c) a pass-the-hat all-inside round. &
@Postmates last round was a (c) already.http://abovethecrowd.com/2016/04/21/on-the-road-to-recap/ …Prikaži ovu nit -
So my answer is probably
@Postmates first &@doordash second. They are the most desperate when looking at "burn-rate" to available cash. Be interesting to see what happens to top-line growth when subsidization goes away. EASY to grow when giving away value.Prikaži ovu nit
Kraj razgovora
Novi razgovor -
-
And not all the money raised in IPO will be used toward Ubereats so I would put a significantly lower allocation of cash
-
Ride sharing now profitable. Why would you not use your cash war chest as a massive advantage vs non-economic players in market? Seems like smartest move possible.
- Još 2 druga odgovora
Novi razgovor -
-
-
Jack Willoughby's article in
@barronsonline looking at burn rates in 2000 brought down the entire http://dot.com house of cards.https://www.benzinga.com/general/education/19/03/11389594/this-day-in-market-history-barrons-calls-dot-com-bubble-top …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
-
-
-
Would love to see one of those for Scooter Startups. 4-5 players as well, but no public info on burn/cash.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
-
-
-
Do we need 4 of these companies? Which ones do a better job serving customers, or are there niches? Should they merge into 2, like Uber and Lyft?
-
Restaurants delivered without them before but liked convenience & lacked tech. If a couple of these disappear the others jack rates...already tough on rests. Some rests then could use white label ordering tech like
@ChowNow@GetFoodio & DIY delivery + 1-2 delivery specialists.
Kraj razgovora
Novi razgovor -
-
-
That’s my exact app preference ranked top to bottom.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
-
Čini se da učitavanje traje već neko vrijeme.
Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.