Hey man! Loved the presentation. It's circulating amongst our team. Thanks for the insight.
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Thanks Nick!
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Nicely put. One of the importance trend that missing (at least explicitly) in the deck but visible in India would be a bulk ordering mechanism/extreme batching/daily food ordering mechanismhttps://scroll.in/magazine/920013/step-aside-swiggy-and-zomato-whatsapp-is-the-new-way-to-buy-and-sell-food-in-bengaluru …
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Very true! Hyper-batching is not yet common in the US due to concerns around food quality / order density. Scheduling and bulk ordering have been experimented with
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@m__houck Very insightful, thanks a lot for sharing! Ideas around lower costs are particularly interesting. I think it's more complicated than it looks now on the restaurant side, cause DSP fees are still a problem. -
Agreed -- DSPs should be doing better wrt unit economics considering the burden they are putting on vendors
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@PaulxNjoroge exactly what you talked about
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Yeap! pretty close. The future of food = deliveries powered by DSPs, dark kitchens & virtual restaurants....
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Yo! Can you share this in a pdf via email?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Thanks for the insight
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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