HD in HD cover image

How Deliveroo Got Acquired by Doordash for $3.9B | Will Shu

HD in HD

00:00

Local Network Effects Versus Global Scale

Will argues food delivery's hyper-local network effects and why scale, cash flow, and market size shape consolidation.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app