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Evidence receipt / belief

Published · transcript-backed

David Rosenthal: belief

10 Dec 2020 Acquired DoorDash

“You're going back to the original macaroon shop, Chloe at Chantal Macarons. That's not a full meal, but I suspect what happened was just that the meal delivery became so big and clearly had a product/market fit that just became all-consuming.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
10 Dec 2020
Publisher
Acquired
Episode
DoorDash

Transcript context

…Getting back to my question on what if people do want to work between 2:00 PM and 5:30 PM, were they already thinking about non-food options at this point in order to utilize that workforce over more hours? I think they were. You're going back to the original macaroon shop, Chloe at Chantal Macarons. That's not a full meal, but I suspect what happened was just that the meal delivery became so big and clearly had a product/market fit that just became all-consuming. But now you read the S-1 and they talk about, hey, we do want to be the on-demand delivery local logistics network, FedEx for small local businesses. We want to do flowers, we want to do groceries, we're already experimenting with that, but it's a small, small percentage of the business. Question number one is do consumers want this? Question number two is about the—…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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