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Oct 13, 2025
Uber: Waymo GTM & Autonomous Vehicle Economics
Former Program Manager at Waymo
Partner Interview
Uber•US•Large CapWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryOct 12, 2025
Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships
Former Director at Waymo
Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesOct 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
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
Dec 3, 2024
DiDi: LATAM Ridesharing Market Opportunity
Former Executive at DiDI Global
Partner Interview
DiDi Global•CNUberLyftGrabNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyFinancialsMay 9, 2023
Tesla: Artificial Intelligence in Autonomous Driving
Former President, Level 5 at Lyft and Woven Planet (Toyota)
Partner Interview
Tesla•US•Mega CapAmazonLyftGeneral MotorsAuroraUberGoogleMotionalGetaroundWayveFordLargoScale EconomiesNetwork EffectsSwitching CostsBrand EquityProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesMaterialsMay 1, 2022
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Former Director at Deliveroo
Weekly update
Jan 3, 2022
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Danaher•US•Large CapEvolutionTopicusConstellation SoftwareAmazonUberCarvanaOPENLANESpotifyUniversal MusicCostco Wholesale
Aug 12, 2021
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Former Commercial Finance and Strategy Director at Just Eat
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
May 21, 2021
Slerp & UK White Label Restaurant Food Delivery
Founder of Slerp and Co-Founder of Crosstown
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
May 16, 2021
Glovo & EU Convenience Delivery
Former Corporate Strategy at Glovo
Apr 18, 2021
Online Food Delivery: Spain Labor Law & Market Structure Changes
Former Head of Enterprise Sales, EMEA, Uber Eats
Mar 10, 2021
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Cofounders of Nimbus Kitchens
Partner Interview
Nimbus KitchensJust Eat TakeawaycomDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyFeb 18, 2021
Uber Eats, SkipTheDishes & Food Delivery Business Models
Head of Business Operations at Uber Eats Canada
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