Iron Foundry by Terra API Glovo and Yellow.vc co-founder, Sacha Michaud
Jan 18, 2026
Sacha Michaud, co-founder of Glovo and a key player in Europe’s tech scene, shares insights from the remarkable journey of transforming a simple delivery app into a $2.3 billion acquisition. He discusses the challenges of competing against deep-pocketed rivals and the critical importance of a strong team culture. Sacha reveals the secrets behind their viral growth and candidly reflects on the strategic moves that led to successful market expansion. He also dives into the evolving role of AI in logistics, setting the stage for Glovo's future.
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Minimal App, Massive Virality
- Sacha Michaud recounts Glovo’s first version that had only two text buttons and no clear business model.
- The app went viral despite losses because users felt they had the whole city in their hand.
Guarantee Pay To Attract Couriers
- Guarantee courier income during early launches by paying fixed fees to solve the chicken-and-egg problem.
- Use flexible pay to attract part-time couriers and ensure enough supply while demand ramps.
Organic Growth Signaled Product Fit
- Organic growth without marketing indicated product-market fit for Glovo in its first year.
- Sacha used press and word-of-mouth rather than paid acquisition to validate demand.