TechCrunch
Grubhub’s warning for the on-demand food delivery space
Taken from: After that it was time to leave the auspices of the early-stage market and move to, of all things, a public company. GrubHub reported earnings this week. It went poorly. Alex wanted to riff over the company’s earnings report and what it could mean for startups that are competing with GrubHub, a leader…
Science & Technology
Google just broke SEO. Here’s what replaces it. | Equity Podcast
Google I/O made it official: AI-generated answers are now front and center in search, and most brands have almost no visibility into how AI is describing them to their customers. For anyone who has spent years building a strategy around 10 blue links, the rules just changed in a pretty significant way. On this episode…
Science & Technology
SpaceX’s S-1 Claims a TAM as Large as the Annual US GDP
The SpaceX S-1 dropped, and the $28 trillion TAM claim inside is somehow not even the wildest part. The Equity podcast team breaks down what’s in the filing, and whether any of this math connects to reality.
Science & Technology
SpaceX files to go public, and the math requires a little faith | Equity Podcast
The SpaceX S-1 is finally here, and the story it tells goes way further than rockets. The filing runs to 36 pages of risk factors alone, and the numbers inside match the ambition: a $28 trillion total addressable market, a pay package tied to establishing a Mars colony, and a valuation target that would make…
Here’s why letting people know they matter is vital #TEDTalks
How NASA Plans to Build a Base on the Moon
Google just broke SEO. Here’s what replaces it. | Equity Podcast
-
Science & Technology6 years agoNitya Subramanian: Products and Protocol
-
People & Blogs4 years agoSleep Expert Answers Questions From Twitter ???? | Tech Support | WIRED
-
CNET6 years agoWays you can help Black Lives Matter movement (links, orgs, and more) ????????
-
Wired7 years agoHow This Guy Became a World Champion Boomerang Thrower | WIRED
-
Wired7 years agoNeuroscientist Explains ASMR’s Effects on the Brain & The Body | WIRED
-
Wired7 years agoWhy It’s Almost Impossible to Solve a Rubik’s Cube in Under 3 Seconds | WIRED
-
Wired7 years agoFormer FBI Agent Explains How to Read Body Language | Tradecraft | WIRED
-
CNET7 years agoSurface Pro 7 review: Hello, old friend ????
Pipidoo Experiments
November 7, 2019 at 5:52 pm
great!
Brian Throm
November 7, 2019 at 7:35 pm
If doordash or postmates have growth rates significantly higher than grub hub, it likely indicates that their unit economics are not very healthy.
Buying market share is easy if you’re investors are willing to subsidize the customers
Luke r
November 7, 2019 at 8:24 pm
Basically saying nothing.
iamdmc
November 7, 2019 at 11:19 pm
there’s nothing special about what they do
anyone can, and so any and all of these companies will go DOWN FAST
Sell now
Ace Hardy
November 8, 2019 at 1:25 pm
????????
Sean Sweeney
November 9, 2019 at 12:57 am
PSA: grubhub is actually a buy
James Carroll
November 10, 2019 at 6:23 pm
GrubHub is in a far better position than smaller (dying) companies like Waitr. GH is still in profit territory. We really don’t know what DD and the others will look like until their planned IPO. Slim to moderate growth for GH would be desirable rather than insane growth. Stabilization.