Evidence receipt / uncertainty
Published · transcript-backedBen Gilbert: uncertainty
10 Dec 2020 Acquired DoorDash
“I don't know. DoorDash is probably going to win if you're trying to operate just in one city and then they come in and compete against you in that city.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- uncertainty
- Recorded
- 10 Dec 2020
- Publisher
- Acquired
- Episode
- DoorDash
Transcript context
…Hmm. I don't know. DoorDash is probably going to win if you're trying to operate just in one city and then they come in and compete against you in that city. But, I actually don't think there are any meaningful cross geography network effects other than the national chains which DoorDash has done better at than Uber. But if you're UberEats, really what are the cross geography network effects between your UberEats business? Basically nothing. You get to reuse the same technology on the back end, great. Customers know of your brand, great but compared to Airbnb which has an unbelievable cross geography network effect. Probably the best ever.…
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