Rideshare & Delivery

DoorDash TAM Expansion and a Push into POS Systems?

At Dash Forward 2025 DoorDash announced restaurant bookings, Dot autonomous delivery robots, expanded grocery access, and DashMart fulfillment, and…

Oct 1 •

AI Agents and the Future of Grocery Delivery

App Marketplaces (DoorDash/Uber/Instacart), White-label Storefronts (Instacart), and Vertical Integrations (Amazon/Walmart) in an AI-Agent first world.

Aug 22 •

Amazon's Latest Grocery Push: Mapping the Battle for Online Grocery Delivery

Amazon’s latest grocery delivery expansion cements its ambition to be a full-spectrum player. But the bigger story is how competing fulfillment models…

Aug 19 •

Decoding the Restaurant Tech Stack: Vertical Platforms vs Point Solutions

Restaurant ops now run on a maze of specialized apps and payment rails. A deep dive on how vertical-integrated players are outflanking point solutions…

Jul 14 •

Waymo+Uber Market Dynamics as Tesla Tests the Robotaxi Waters

San Francisco lessons, Austin early reads, and what consumer surveys reveal about adoption as Tesla finally enters.

Jun 17 •

Monetizing Meals: Advertising Ecosystems at Instacart, Uber Eats, and DoorDash

A deep dive into the technology, partnerships, and competitive maneuvers redefining how advertisers reach shoppers between the curb, kitchen, and couch.

Jun 16 •

Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms

Tracking the second-derivative profits that point to tomorrow’s steady-state returns at UBER, DASH, LYFT, CART, EXPE, BKNG, and ABNB

May 19 •

The State of Rideshare and Autonomous Vehicles

2025 is looking peak disruption for the human-centric rideshare model in the US with launches from Uber, Tesla, Waymo, Lyft, Mobileye, and Zoox.

Feb 13 •

Tesla Robotaxi: Impact on Rideshare Model

Tesla has made huge strides in Autonomous Vehicle technology and the CyberCab is coming, is it a threat or opportunity for Uber and Lyft?

May 30, 2024 •

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, 2024 •

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 •

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