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Uber & Waymo: AV Fleet Platform Integration & Partner Economics

Partner Interview
Uber•US•Large CapWaymoGoogleTeslaNetwork EffectsProcess PowerBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 29, 2026

DoorDash Grocery: Unit Economics, Merchant Selection & Growth Runway

Partner Interview
DoorDash•US•Large CapInstacartAmazonUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology
Jul 29, 2026

Toast: Marketplace Partnerships, DoorDash Competition & Revenue Share Economics

IP Icon
IP Interview
Toast•US•Large CapDoorDashUberSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrials
Jun 15, 2026

Uber Eats vs DoorDash: Basket Size & Unit Economics

Partner Interview
Uber•US•Large CapDrizlyDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
May 12, 2026

Uber Eats vs DoorDash: Competitive Dynamics & Product Strategy

Partner Interview
Uber•US•Large CapInstacartDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
May 11, 2026

Uber One: Membership Economics, Member Retention & Growth Strategy

Partner Interview
Uber•US•Large CapDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
May 9, 2026

DoorDash: DashPass Product Offering and Growth Opportunity

Partner Interview
DoorDash•US•Large CapUberWalmartAmazonInstacartNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyConsumer Staples
Jan 21, 2026

DoorDash Inc: DashPass Strategy, Churn, and Pricing

Partner Interview
DoorDash•US•Large CapAmazonProsusUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology
Dec 28, 2025

Waymo: Autonomous Vehicle Rollout Strategy

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IP Interview
WaymoUberLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsProcess PowerBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 30, 2025

Uber: Waymo GTM & Autonomous Vehicle Economics

Partner Interview
Uber•US•Large CapWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer Discretionary
Oct 13, 2025

Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships

Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
Oct 12, 2025

Instacart: Smart Carts, Theft, and ROI Challenges

Partner Interview
InstacartMaplebearThe KrogerAmazonAldiCostco WholesaleUberDoorDashNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksLow Cost OperatorsMarketplaces & PlatformsConsumer DiscretionaryConsumer StaplesInformation TechnologyIndustrialsCommunication Services
Oct 8, 2025

Coupang: Coupang Eats & South Korean Food Delivery

Partner Interview
FarfetchDelivery HeroJust Eat TakeawaycomGrabDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsFinancialsInformation TechnologyCommunication Services
May 6, 2025

Deliveroo, Nando's Exclusivity, and UK Food Delivery

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IP Interview
Deliveroo•GB•Mid CapDelivery HeroJust Eat TakeawaycomUberDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Jan 14, 2025

Just Eat Takeaway vs Wolt Germany & Employed Courier Models

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IP Interview
Just Eat Takeawaycom•NL•Mid CapUberDelivery HeroDeliverooDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Jan 6, 2025

Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics

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IP Interview
Just Eat Takeawaycom•NL•Mid CapUberDelivery HeroDeliverooDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 23, 2024

DiDi: LATAM Ridesharing Market Opportunity

Partner Interview
DiDi Global•CNUberLyftGrabNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyFinancials
Dec 3, 2024

Tesla: Artificial Intelligence in Autonomous Driving

Partner Interview
Tesla•US•Mega CapAmazonLyftGeneral MotorsAuroraUberGoogleMotionalGetaroundWayveFordLargoNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesMaterials
May 9, 2023

Online Food Delivery in France: Deliveroo, UberEats, & Gorillas

IP Icon
IP Interview
Deliveroo•GB•Mid CapGorilla TechnologyJust Eat TakeawaycomUberNetwork EffectsMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryIndustrials
May 1, 2022
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Weekly update

Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022

Danaher•US•Large CapEvolutionTopicusConstellation SoftwareAmazonUberCarvanaOPENLANESpotifyUniversal MusicCostco Wholesale
Jan 3, 2022

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