The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Insane Story of DeliveryHero: Losing $200M on a Gorillas Investment | Winning the Emerging Markets Delivery War with 35 Acquisitions | Competing with Uber and Doordash in a Capital Arms Race with Niklas Östberg
Mar 27, 2025
Niklas Östberg, the visionary Founder and CEO of Delivery Hero, shares his insights from leading a global food delivery powerhouse. He discusses the costly $200M loss on Gorillas and the lessons learned from 35 acquisitions, including the strategic purchase of Glovo. Östberg explores the tough competition against giants like Uber and DoorDash while shedding light on why emerging markets are ripe for investment. He emphasizes the importance of operational excellence, resilience, and adapting to market dynamics in the fast-paced world of quick commerce.
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Quick takeaways
- Successful execution is crucial for growth, with internal processes accounting for 80% of a company's success metrics.
- Cohort analysis reveals strategic insights into customer behavior that can drive long-term growth if managed effectively.
Deep dives
Execution Over Competition
The success of a company is significantly determined by its internal execution rather than external competition, with estimates suggesting that execution accounts for 80% of success metrics. This perspective highlights the need for organizations to focus on operational efficiency, as improving execution can lead to substantial growth. The speaker reflects on their own experiences, where initial overconfidence during times of rapid success often leads to setbacks when facing market adjustments. This reinforces the notion that continually honing execution processes can deliver lasting advantages over merely reacting to competitive pressures.
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