Sand Hill Road

E16 Unpacking marketplaces and modern food delivery wars with Mike Ghaffary from Canvas Ventures

Aug 29, 2020

45:12

Creator website

Episode guests

Mike Ghaffary

Highlights

AI Chapters

Episode notes

What Really Matters in a Market Place?

03:05

Market Place Pricing - What Do You Think?

04:37

The Cross Sided Network Effects

01:52

Introduction

2min

Canvas Ventures Founder - Mike Gafary

5min

How Did You Become a Venture Capitalist?

2min

How Did You Become the C O at Potified?

3min

Food Delivery Wars

4min

How Did You Become a Ventra Capitalist?

3min

What Is Social Capital?

2min

Social Capital - Your First Investment

3min

Canvas Ventures

4min

10.

Investing in the Real Estate Market

2min

11.

What Really Matters in a Market Place?

3min

12.

The Cross Sided Network Effects

2min

13.

Grub Hub and Itwai 24 - What's the Biggest Challenge?

4min

14.

Private Capital Markets Are Not a Better Well of Capital

2min

15.

Market Place Pricing - What Do You Think?

5min

In this episode, Erasmus Elsner is talking to Mike Ghaffary, GP at Canvas Ventures.

00:00 Intro

02:21 Swiss army knife of education

04:04 Business school after Dotcom bubble burst

05:06 Founding Stitcher

06:14 Focusing on news

08:03 Becoming CEO of Eat24

09:39 Growing Eat24 to $700m top line

10:45 Food delivery wars

11:55 Grubhub Partnership that never launched

13:12 Jeremy Stoppelman and Steve Jobs on search on mobile

14:30 Becoming a successful angel investor

15:35 Making the most expensive iPhone app ever

16:37 Angel investment in Strava

17:20 Angel investment in Superhuman

17:50 Joining Social Capital

19:58 Mike’s experience at Social Capital

20:28 CloudKitchens investment

21:30 HubHaus investment

22:37 Joining Canvas Ventures

24:04 Flyhomes investment

27:52 Marketplace Deep Dive

28:27 Lenny Rachitsky: focus on supply or demand side?

30:06 Thomas Eisenmann: Two-sided networks

30:57 Uber: demand side vs. supply side subsidies

32:09 Local vs. global network effects

33:24 Sarah Tavel (Benchmark) on unlocking new supply

34:21 Local delivery war zones

35:36 Uber Eats entering the market

37:04 Public vs. privately held delivery war contenders

38:54 Marketplace take rate

40:38 Out-of bound marketplace take rates

41:57 Zero percent take rate

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Sand Hill Road

E16 Unpacking marketplaces and modern food delivery wars with Mike Ghaffary from Canvas Ventures

Episode guests

What Really Matters in a Market Place?

Market Place Pricing - What Do You Think?

The Cross Sided Network Effects

Get the Snipdpodcast app

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Save anymoment

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