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Found 15 results in 6ms
Found 15 results in 6ms
Jan 21, 2026
DoorDash: DashPass Product Offering and Growth Opportunity
Former Product Lead at DoorDash
Partner Interview
DoorDash•US•Large CapUberWalmartAmazonInstacartNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyConsumer StaplesJan 13, 2026
PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack
Former Director at Qu POS
Partner Interview
PAR•US•Small CapUpserveToastDoorDashNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication ServicesDec 30, 2025
Toast: POS and Payments Platform Strategy
Former VP of Product at Toast
Partner Interview
PAR•US•Small CapQuidelOrthoToastOracleDoorDashUpserveLightspeed CommerceSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyHealth CareFinancialsConsumer DiscretionaryCommunication ServicesDec 28, 2025
DoorDash Inc: DashPass Strategy, Churn, and Pricing
Former Strategy & Operations Lead of DashPass at DoorDash
Partner Interview
DoorDash•US•Large CapAmazonProsusUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyOct 8, 2025
Instacart: Smart Carts, Theft, and ROI Challenges
Former Senior Manager, International Enterprise Solutions at Instacart
Partner Interview
InstacartMaplebearThe KrogerAmazonAldiCostco WholesaleUberDoorDashScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksLow Cost OperatorsMarketplaces & PlatformsConsumer DiscretionaryConsumer StaplesIndustrialsInformation TechnologyCommunication ServicesMay 6, 2025
Coupang: Coupang Eats & South Korean Food Delivery
Former Head of Coupang Eats at Coupang
Partner Interview
FarfetchDelivery HeroJust Eat TakeawaycomGrabDoorDashUberFarfetchDelivery HeroJust Eat TakeawaycomGrabDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsFinancialsInformation TechnologyCommunication ServicesJan 14, 2025
Deliveroo, Nando's Exclusivity, and UK Food Delivery
Former Director at Deliveroo PLC
Weekly update
Jan 7, 2025
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Carvana•US•Large CapCellaVisionAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO Logistics
Jan 6, 2025
Just Eat Takeaway vs Wolt Germany & Employed Courier Models
Former Senior Executive at Wolt
Dec 23, 2024
Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics
Former Director at Just Eat Takeaway
Jul 4, 2021
Domino's Pizza: Managing the US and UK Franchise Network
Former Operations Director at Domino's Pizza Group and Former VP at Domino's Pizza
IP Research Analysis
May 23, 2021
Bechtle AG, Software Reselling, & White Label Food Delivery
In Practise Weekly Analysis
Bechtle•DE•Mid CapJust Eat TakeawaycomDoorDashUberSlerpNetwork EffectsB2B MiddlemenMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrials
IP Research Analysis
May 17, 2021
Food Delivery Wars and Credit Acceptance's Underwriting Moat
In Practise Weekly Analysis
DoorDash•US•Large CapJust Eat TakeawaycomUberCredit AcceptanceNetwork EffectsCornered ResourceProcess PowerMarketplaces & PlatformsInsurers & FinancialsConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyFinancials
Mar 10, 2021
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Cofounders of Nimbus Kitchens
Partner Interview
Nimbus KitchensJust Eat TakeawaycomDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyDec 29, 2019
Grubhub and US Online Food Delivery
Former Director, Product at Grubhub
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