Food delivery platforms like GrubHub, Uber Eats, and Meituan are taking over the world. In this episode, ARK Internet Analyst James Wang shares his insights on the food delivery business and why he thinks this industry is about to take off now. He talks about the changing nature of our food consumption patterns and admits he’s guilty of ordering more food than the average US citizen. James tells us more about the growing penetration of food delivery platforms, the complexities of marketplace businesses, and why he considers them three sided networks. We discuss food delivery services in China and explain what “dark kitchens” are. Join us for a great episode as we learn more about the future of food delivery services!
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