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Thank you for your response, aka why I love HN we can have discussions not pissing contests. You are probably right about my bs martyrdom on this topic, HN is
by aresant 7y ago
Thank you for your response, aka why I love HN we can have discussions not pissing contests.
You are probably right about my bs martyrdom on this topic, HN is better informed.
I am on planet earth although head in clouds :). But really look through the cloud lens of:
1 - people order a lot of takeout, and mostly the same thing with same frequency (Thursday is Chinese night, etc)
2 - Uber owns a lot of data around who is ordering what and when. This data is similar to amazons general product info and how they can manage the insane logistics of same day stocking, not even to mention same day delivery.
3 - setting up a massive production line kitchen in a rent efficient space (aka not retail, industrial at 30% the costs) with the same predictive models amazon uses to stock “same day” is many times more efficient than mom and pop restaurants.
4 - Transport costs can be mitigated with an Uber pool like model or a heavily tip reliant model (like Amazons prime now)
Fun fact - Travis K after leaving UBER is heavily investing time and money in cloud kitchen space.
https://techcrunch.com/2019/06/28/a-rare-glimpse-into-the-sweeping-and-potentially-troubling-cloud-kitchens-trend/ https://techcrunch.com/2019/06/28/a-rare-glimpse-into-the-sw...
https://thespoon.tech/former-uber-ceo-lands-in-the-cloud-kitchen-market/ https://thespoon.tech/former-uber-ceo-lands-in-the-cloud-kit...
- enlyth 7y agoHey, thanks for the comment. I appreciate the response and likewise, glad that we can have a civilised discussion on here, even though I started it out a bit on the rough side. I agree with you on the fact that there's a huge amount of potential to improve upon existing systems of producing and delivering food to people, transporting people from point A to point B, and so on. Where I think our opinions differ is that I'm way more cynical in the ability for these first-mover advantage companies to deliver substantial value in a way that will make them profitable and sustainable in the long run. I may be wrong though, and no one wants to be the guy who made that Dropbox comment on HN a decade ago about why it's useless. But I stand by my opinion and when it's proven I'm wrong I will eat my words without complaining.
- TheGrassyKnoll 7y agoFYI, Dropbox (DBX) is now trading below its IPO price. https://finance.yahoo.com/quote/DBX?ltr=1