Food Delivery Wars: 3 Takeaways From The UberEats, Postmates, Grubhub, DoorDash Ecosystem — How It Boomed, And Why It’s At A Crossroads

1. If you’re looking for a vulnerability in an incumbent marketplace, see if there is a way to dramatically increase supply.

2. Private vs public companies have been playing by different rules.

3. It’s not a race to big aggregate growth numbers — it’s a race to winning a market.

Note: SecondMeasure data underreports Uber Eats GMV and therefore does not accurately reflect Uber’s data.

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native new yorker, SF-resident. general partner @benchmark. formerly product @Pinterest. originally blogging at www.adventurista.com.

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Sarah Tavel

Sarah Tavel

native new yorker, SF-resident. general partner @benchmark. formerly product @Pinterest. originally blogging at www.adventurista.com.

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