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 …
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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
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Uber's $10 billion has to support the myriad of loss making businesses in their portfolio, so it's not really an apples for apples comparison. Why have Goldman and Travis dumped the entirety of their stock if prospects are so good?
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GrubHub is the only one that I feel has a true long term future. Uber Eats should spin-off from Uber. That might help them in their legal fight against AB5. 2 distinct companies, 2 distinct gigs w/diff screenings, turn each one off/on based on what sort of gig you feel like atm
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Alternatively, they can merge for network density to help UE/pricing power (if there is any more room to run)
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