4 ms·

It seems like they just did too much. GrubHub, UberEats, DoorDash are all significantly difficult without the cost of making food at scale. I'm impressed that t

It seems like they just did too much. GrubHub, UberEats, DoorDash are all significantly difficult without the cost of making food at scale. I'm impressed that they raised the amount of money they did. The most interesting work in the food delivery space, IMO, are companies that want to bring the Deliveroo model to the US: - https://www.cloudkitchens.com/ https://www.cloudkitchens.com/ (aka City Storage Systems) - https://2ndkitchen.com/ https://2ndkitchen.com/ It'll be really interesting to watch this space evolve. I wonder if prices will drop in the long run without sacrificing quality (I'm hopeful, but my rational side says otherwise)

atombender 8y ago
Isn't Deliveroo's model exactly the same as that of GrubHub/Seamless, DoorDash, Postmates, Caviar, etc.? In Europe, there's also Just Eat and Foodora in the same space. Deliveroo has started expanding to use local kitchens (that have no physical restaurant where diners can go), though you'll also find examples of those on GrubHub/Seamless.
- shay_ker 8y ago
  > Deliveroo has started expanding to use local kitchens (that have no physical restaurant where diners can go), though you'll also find examples of those on GrubHub/Seamless. Not nearly to the same scale as GrubHub. Deliveroo's prep kitchens (called RooBox or Deliveroo Editions) are a lot more ubiquitous. Additionally, Deliveroo actually provides & helps prep kitchens, whereas GrubHub is fairly hands-off when it comes to whether a restaurant has a retail location or is delivery-only. Their ability to provide prep kitchens works twofold: 1) Help drive down cost, and, more importantly, 2) Gets more restaurants on Deliveroo to drive sales. This is also a perfect touchpoint to sell all sorts of things a restaurant would want: packaging, point of sale, marketing materials: https://restaurants.deliveroo.com/en-gb/ https://restaurants.deliveroo.com/en-gb/ The fundamental difference is that GrubHub & UberEats are (mostly) just delivery. Deliveroo is full vertical integration. I would not be surprised if they start impacting & controlling supply chains soon.
  - FuckOffNeemo 8y ago
    Delvieroo here in Australia doesn't prepare their own food, they just deliver food in the same light as Ubereats and Menulog. Interesting they have a different business model internationally.
throwaway786786 8y ago
>> I'm impressed that they raised the amount of money they did. I'd be impressed if they could do something productive with the money. Raising money isnt a goal or milestone in itself, it is more a reflection of networks than intelligence/grit/creativity/deliver-ability.
gamblor956 8y ago
AKA commissary kitchens with a cloud backend so you have to have internet connectivity to use the stove... These types of kitchens have been around for decades, and are very popular with catering-only companies.
- shay_ker 8y ago
  > These types of kitchens have been around for decades Yep exactly, I don't think anyone has done it quite like Deliveroo has though. I also wonder what the economics look like for delivery-only kitchens.

atombender 8y ago

Isn't Deliveroo's model exactly the same as that of GrubHub/Seamless, DoorDash, Postmates, Caviar, etc.? In Europe, there's also Just Eat and Foodora in the same space. Deliveroo has started expanding to use local kitchens (that have no physical restaurant where diners can go), though you'll also find examples of those on GrubHub/Seamless.

shay_ker 8y ago
> Deliveroo has started expanding to use local kitchens (that have no physical restaurant where diners can go), though you'll also find examples of those on GrubHub/Seamless. Not nearly to the same scale as GrubHub. Deliveroo's prep kitchens (called RooBox or Deliveroo Editions) are a lot more ubiquitous. Additionally, Deliveroo actually provides & helps prep kitchens, whereas GrubHub is fairly hands-off when it comes to whether a restaurant has a retail location or is delivery-only. Their ability to provide prep kitchens works twofold: 1) Help drive down cost, and, more importantly, 2) Gets more restaurants on Deliveroo to drive sales. This is also a perfect touchpoint to sell all sorts of things a restaurant would want: packaging, point of sale, marketing materials: https://restaurants.deliveroo.com/en-gb/ https://restaurants.deliveroo.com/en-gb/ The fundamental difference is that GrubHub & UberEats are (mostly) just delivery. Deliveroo is full vertical integration. I would not be surprised if they start impacting & controlling supply chains soon.
- FuckOffNeemo 8y ago
  Delvieroo here in Australia doesn't prepare their own food, they just deliver food in the same light as Ubereats and Menulog. Interesting they have a different business model internationally.

throwaway786786 8y ago

>> I'm impressed that they raised the amount of money they did. I'd be impressed if they could do something productive with the money. Raising money isnt a goal or milestone in itself, it is more a reflection of networks than intelligence/grit/creativity/deliver-ability.

gamblor956 8y ago

AKA commissary kitchens with a cloud backend so you have to have internet connectivity to use the stove... These types of kitchens have been around for decades, and are very popular with catering-only companies.

shay_ker 8y ago
> These types of kitchens have been around for decades Yep exactly, I don't think anyone has done it quite like Deliveroo has though. I also wonder what the economics look like for delivery-only kitchens.