Discover and read the best of Twitter Threads about #DoorDash
Most recents (14)
#Enshittification is platforms devouring themselves: first they tempt users with goodies. Once users are locked in, goodies are withdrawn and dangled before businesses. Once business customers are stuck, all value is claimed for platform shareholders:
pluralistic.net/2023/01/21/pot…
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pluralistic.net/2023/01/21/pot…
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If you'd like an essay-formatted version of this thread to read or share, here's a link to it on pluralistic.net, my surveillance-free, ad-free, tracker-free blog:
pluralistic.net/2023/04/12/alg…
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pluralistic.net/2023/04/12/alg…
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Enshittification isn't just another way of saying "fraud" or "price gouging" or "wage theft." Enshittification is intrinsically digital, because moving all those goodies around requires the flexibility that only comes with a *digital* businesses.
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#Blinkit & #Zomato – Long thread:
1/n
Blurred to Opaque to Muddy
How to leverage a listed company to recover losses from failed ventures/adventures?
Danny DeVito famously said in namesake movie – There is only one thing I love more than my money -
"other people’s money"
1/n
Blurred to Opaque to Muddy
How to leverage a listed company to recover losses from failed ventures/adventures?
Danny DeVito famously said in namesake movie – There is only one thing I love more than my money -
"other people’s money"
2/n
Zomato announced that it plans to acquire Blinkit for a “consideration” of $ 578 Mn. We will revisit valuation later. Below is the snapshot of financials.
Who pays $578 Mn on unaudited financials of just 2 mths ? Not even even 1 quarter nos are provided.
@SEBI listening?
Zomato announced that it plans to acquire Blinkit for a “consideration” of $ 578 Mn. We will revisit valuation later. Below is the snapshot of financials.
Who pays $578 Mn on unaudited financials of just 2 mths ? Not even even 1 quarter nos are provided.
@SEBI listening?
3/n
Is the company really growing topline at 162% as claimed ? This invites some curiosity. Where are the past YoY nos ?
I tried to dig out what I could with public reported info. Here is what the past looks like for #Blinkit .Revenues touched Rs 177 Cr in FY 2020 before covid
Is the company really growing topline at 162% as claimed ? This invites some curiosity. Where are the past YoY nos ?
I tried to dig out what I could with public reported info. Here is what the past looks like for #Blinkit .Revenues touched Rs 177 Cr in FY 2020 before covid
Daily Bookmarks to GAVNet 01/06/2022
greeneracresvaluenetwork.wordpress.com/2022/01/06/dai…
greeneracresvaluenetwork.wordpress.com/2022/01/06/dai…
Issue #36: The Genesis of “Ledger Money” and the Modern Financial System
maroonmacro.substack.com/p/issue-36-the…
#LedgerMoney, #FinancialSystems, #DevelopmentTimeline
maroonmacro.substack.com/p/issue-36-the…
#LedgerMoney, #FinancialSystems, #DevelopmentTimeline
Modern culture blames parents for forces beyond their control | Aeon Essays
aeon.co/essays/modern-…
#culture, #essay, #AdultChildren, #ParentalEstrangement, #blame, #psychology, #responsibility
aeon.co/essays/modern-…
#culture, #essay, #AdultChildren, #ParentalEstrangement, #blame, #psychology, #responsibility
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Ordering food online is quickly becoming the next big thing.
In this thread (🧵), we'll take a deeper look at
- The market
- The business model
- Basket size trends
- Costs per order
- Economics
This is a long one, best served with a hot cup of chai 🫖
Ordering food online is quickly becoming the next big thing.
In this thread (🧵), we'll take a deeper look at
- The market
- The business model
- Basket size trends
- Costs per order
- Economics
This is a long one, best served with a hot cup of chai 🫖
2/🧵
I’m sharing what I've found during the past few months not to say how things are, but to learn from better-advised contributors. Any challenging or complementary insights very welcome.
With that said, let’s start with the market...
I’m sharing what I've found during the past few months not to say how things are, but to learn from better-advised contributors. Any challenging or complementary insights very welcome.
With that said, let’s start with the market...
3/🧵
Market appeal is obvious; people have to eat.
TAM for food purchases is counted in trillions, delivery businesses have raised billions, and online share growing fast. Some listed companies include DoorDash, Delivery Hero, Deliveroo, Just Eat TakeAway, Uber, and GrubHub.
Market appeal is obvious; people have to eat.
TAM for food purchases is counted in trillions, delivery businesses have raised billions, and online share growing fast. Some listed companies include DoorDash, Delivery Hero, Deliveroo, Just Eat TakeAway, Uber, and GrubHub.
2021 could finally be the year of India’s #TechIPOs as startups like @zomato, @delhivery, @policybazaar head for the public markets
businessinsider.in/business/start…
By @SanchDash
businessinsider.in/business/start…
By @SanchDash
@zomato @delhivery @policybazaar @SanchDash Multiple Indian startups like @zomato, @delhivery @policybazaar, @FreshworksInc, @Flipkart, @MyNykaa are reportedly eyeing the public markets in 2021.
#TechIPO #IPOs
#TechIPO #IPOs
@zomato @delhivery @policybazaar @SanchDash @FreshworksInc @Flipkart @MyNykaa India’s market regulator Securities and Exchange Board of India (SEBI) too is looking to ease norms to facilitate startup #IPOs in the country.
#TechIPO
#TechIPO
Shared my views on #ddnews #DoorDash on exemption of quality control standards on Indigenous toys with Hastshlilp & IG tags. How it ll work as a sanjeevani for revival of many art,skills & dying culture & heritage ,besides improving livelihood of artisans & talent @narendramodi
Many projects under #ModiGovt r promoting cluster development where artisans can enhance their skils of art & digitalization.They r given opportunities & platforms to promote & revive their talent @minmsme & is also playing an imp role @blsanthosh @byadavbjp
1)Toys hv existed in India since Indus Valley Civilisation. Toys & games were children's entertained & also to teach how to develop their minds& understand what life had in store for them.Hon'ble @narendramodi wants our country to become a global toy hub & promote #vocalforlocal.
#Instakart @gopuff @DoorDash #Gopuff #Doordash
Instacart and GoPuff each announced new fundraisings this week , a sign that food-delivery services are arming themselves with plenty of cash for what looks to be a winter of intense competition.
Instacart and GoPuff each announced new fundraisings this week , a sign that food-delivery services are arming themselves with plenty of cash for what looks to be a winter of intense competition.
Instacart, which became the market leader during the pandemic, raised $200 million at a valuation of $17.7 billion. That’s a sizable increase from just four months ago, when Instacart raised $225 million at a valuation of $13.5 billion.
Meanwhile, GoPuff, the Philadelphia-based firm known for delivering convenience store items, raised $380 million at a $3.9 billion valuation.
It plans to expand the range of items it delivers to include grocery items, over-the-counter medicines and baby and pet products.
It plans to expand the range of items it delivers to include grocery items, over-the-counter medicines and baby and pet products.
Canvassers going around UCLA collecting sigs for multiple initiatives, each with lots of buzzy progressive ideas. But buried in the stacks is an initiative that would undo parts of #ab5 for rideshare companies, turning employees back into contractors, funded by #uber & #lyft.
When I asked the canvasser who he worked for, he became irate and walked away.
Hard to say whether this is part of Uber/lyft/doordash’s strategy (overwhelm voters with text), or if a canvassing company is just sending out people with multiple initiatives.
Uber CEO reveals it considered buying food delivery app Caviar before rival DoorDash did cnbc.com/2019/08/09/ube… #doordash
Khosrowshahi said Uber’s food delivery service, Uber Eats, will focus on organic growth rather than acquisitions.
This increases chances for a merger of GRUB with Doordash (and Postmates)
DoorDash Launches First Annual DashPass Deals Week #doordash finance.yahoo.com/news/doordash-…
For just $9.99 a month, DoorDash customers can subscribe to DashPass and gain access to unlimited $0 delivery fees on orders of $12 or more
“new members can get a free one-month trial that can be canceled”
Tip your delivery worker in cash, not via an app qz.com/1659475/the-me… #Doordash
"DoorDash’s model is essentially a tipped minimum wage"
Becky Sosnov, a DoorDash spokesperson, told Quartz the company “contributes more than the customer does” to Dasher pay on roughly 60% of orders, and that customers leave no tip on about 15% of orders.
This chart shows absolute change in the number of votes for food delivery apps between March and July 2019 (based on Similarweb data) #Doordash
This data should be a proxy for app downloads. But it's clearly not 100% precise as only a fraction of users rate apps they download.
This is where this data was taken from:
1/n Thread on pay models in food delivery #Doordash
2/n Based on data from Indeed it seems that drivers of (1) Doordash and (2) Grubhub have very similar pay levels
3/n Yet we know that Doordash withholds tips, while does not
