Alex analyzes the business models of two players in the delivery platform market, Uber and DoorDash. He details how the market cap of DoorDash was able to temporarily rise above Uber despite Uber having multiple offerings outside of food delivery. He looks at some critical tweets from former Uber Chief Business Officer Emil Michael and charts DorrDash’s pathway to capturing a dominant market share despite Uber’s early lead in the food delivery space.
This is an excerpt from episode 178 of Winner Take All. Watch the full episode here: youtu.be/bjh1vErEn-A
Originally Aired: 10/19/21
#FoodDelivery #DoorDash #Uber
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Winner Take All