Rideshare & Delivery

Excerpts from BG² Conversation with Dara Khosrowshahi

Dara, Brad Gerstner, Bill Gurley, and Jason Calacanis sat down to discuss Uber's history and future around AI, trends, growth, and getting fit.

Jan 16 •

Rideshare & Delivery Nov '23: Profitability and Strong Growth (for some)

All of the big rideshare and delivery companies have reported and so here is a deep dive on margins, FCF, and profitability as well as interesting…

Nov 9, 2023 •

Instacart S-1 Deep Dive

On Friday Instacart formally filed their S-1 for an IPO we can likely expect in mid September. A deep dive on the fundamentals, unit economics, and…

Aug 29, 2023 •

Global Food Delivery: Normalization

From hyper-growth during covid to ugly comps in 2022, global food delivery is starting to see normalization on both growth and multiples in 2023

Aug 11, 2023 •

DoorDash: Philosophical Clarity

In DoorDash's quarterly investor letter they laid out a masterwork in capital allocation, investing in growth, and is a must read for growth investors

Aug 3, 2023 •

Instacart Overview & CEO Strategy

Strategic overview and network effects at Instacart as they prepare for their eventual IPO and the public filing of their S-1.

May 18, 2023 •

Q4 Food Delivery Review & Rideshare Dilution Update

Dilution still ugly, but delivery sequential improvements a bright spot

Feb 28, 2023 •

Ridesharing Q4 2022 Review: Dispersion

Uber's keeps executing, Lyft train wreck continues

Feb 9, 2023 •

Rideshare & Delivery SBC and Dilution Hell

Uber, DoorDash, and Lyft are all facing significant shareholder dilution into 2023+

Jan 12, 2023 •

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