Discussion

• @can @can on x

  🙃 https://twitter.com/...

• @matt_levine Matt Levine on x

  this is some great financial blogging right here https://themargins.substack.com/ ...

• @katherinemiller Katherine Miller on x

  “Which brings us to the question - what is the point of all this? These platforms are all losing money. Just think of all the meetings and lines of code and phone calls to make all of these nefarious things happen which just continue to bleed money.” https://themargins.substack.c…

• @carney John Carney on x

  My new startup is just going to automate Doordash Arbitrage trades. When delivery price falls below menu price, our app starts ordering hundreds of items. https://twitter.com/...

• @maxkennerly Max Kennerly on x

  It is amazing, and a reminder that our monetary, fiscal, tax, legal, and labor policy is so skewed towards growing pre-existing accumulations of capital that the investor class routinely sets money on fire—breaking real markets in goods & services—to generate equity volatility. h…

• @eliotwb Eliot Brown on x

  Those in the business will presumably rationalize this as prudent supply acquisition or whatever but sometimes it's important to take a step back... https://themargins.substack.com/ ...

• @hunterwalk @hunterwalk on x

  Do restaurants need a robots.txt equivalent? https://twitter.com/...

• @mattzeitlin Matthew Zeitlin on x

  “Which brings us to the question - what is the point of all this? These platforms are all losing money. Just think of all the meetings and lines of code and phone calls to make all of these nefarious things happen which just continue to bleed money.” https://themargins.substack.c…

• @shiraovide Shira Ovide on x

  This @ranjanxroy piece is great. Here's the dilemma: DoorDash, Uber & lots of others got people hooked on habits that might not financially viable and at artificially low prices because of regulatory or other tricks. So now what? https://themargins.substack.com/ ... https://twitt…

• @carnage4life Dare Obasanjo on x

  A well written exposé of one of DoorDash's growth hacks gone wrong. They list restaurants without their consent, scrape the menu off of their website then send delivery people to pick up. In one case, they listed a $16 🍕 for $24 and lost $8 per delivery.🤯https://themargins.su bst…

• @kitcolbert Kit Colbert on x

  Really enjoyed reading this. And it totally makes sense - delivery really only works economically when it's fully integrated (e.g. Domino's). Lately I have been trying more to do direct orders with restaurants and self-pickup, rather than relying on delivery services https://twit…

• @tomgara Tom Gara on x

  Doordash and Pizza Arbitrage - an incredible story about pizza delivery that is actually a story about an entire sector of the economy taking magic mushrooms https://themargins.substack.com/ ...

• @donutshorts Donut Shorts on x

  The “miracles” from the SoftBank unicorn factory just wont cease https://twitter.com/...

• @faismasud Faisal Masud on x

  “Grubhub just lost $33 million on $360 million of revenue in Q1. Doordash reportedly lost an insane $450 million off $900 million in revenue in 2019.... Uber Eats spent $1.2 billion to make $734 million. In one quarter.” = WeWorkian class of companies" 😂 https://twitter.com/...

• @neerajka Neeraj K. Agrawal on x

  this is as wild as everyone is saying. And it's a short read https://themargins.substack.com/ ...

• @elimeixler Eli Meixler on x

  “The more I learn about food delivery platforms, as they exist today, I wonder if we've managed to watch an entire industry evolve artificially and incorrectly.” This is incredible: https://themargins.substack.com/ ...

• @_superbrat_ @_superbrat_ on x

  “Uber Eats is Uber's “most profitable division” 😂😂. Uber Eats lost $461 million in Q4 2019 off of revenue of $734 million. Sometimes I need to write this out to remind myself. Uber Eats spent $1.2 billion to make $734 million. In one quarter.” https://twitter.com/...

• @mattstark5 Matt Stark on x

  Absolutely Incredible DoorDash was delivering a pizzeria's food without their consent They also wrongly listed it for $16 (act. price $24) So the owner ordered pizzas for $16 from DoorDash, and then was paid $24 by the doordash employee Making $8...buying pizza from himself https…