5 ms·

> Can you name them which countries this impacts? Sure, go to each country and check what food delivery companies operate in them, get a list of companies oper

> Can you name them which countries this impacts? Sure, go to each country and check what food delivery companies operate in them, get a list of companies operating in the market that are not controlled by the big 5 mentioned in the article. In Europe there were a few companies operating in the sector which were taken over by these global companies. I recall the Glovo takeover by Delivery Hero. You mention Foodpanda but you seem to be unaware this is a brand from Delivery Hero, and Just Eat is a Prosus company too. > What countries have both the talent to build a food delivery app and the USA is the dominant player? I'm baffled by your comment. Do you believe only the US has "the talent" to put together a food delivery business? Because even if you ignore the fact that 2 out of the 5 dominant players are not US companies, you need to be way out of touch with the reality of both the technology side and business side.

itake 1y ago
I work at Grab (and ex-Yelp). I am very familiar with FoodPanda and their owners as they are a direct competitor to my employer. I literally work for one of the non-American "local" food delivery services. But within out region, there are reasons we don't have technology offices in every country we operate in and we have tech offices in countries we don't operate in. There are also reasons that we continue to exist while our competition pulls out of the region. There are also many reasons why hyper-local delivery services aren't able to compete with global or regional winners: Talent, access to capital, and TAM are big parts of that equation. If someone that works for a non-american food delivery service provider is out of touch, I wonder what your credentials are that puts you in touch. Also, in the blog, 2 of the 5 players ARE American (Doordash and Uber). The other 3 are European and Chinese.

itake 1y ago

I work at Grab (and ex-Yelp). I am very familiar with FoodPanda and their owners as they are a direct competitor to my employer. I literally work for one of the non-American "local" food delivery services. But within out region, there are reasons we don't have technology offices in every country we operate in and we have tech offices in countries we don't operate in. There are also reasons that we continue to exist while our competition pulls out of the region. There are also many reasons why hyper-local delivery services aren't able to compete with global or regional winners: Talent, access to capital, and TAM are big parts of that equation. If someone that works for a non-american food delivery service provider is out of touch, I wonder what your credentials are that puts you in touch. Also, in the blog, 2 of the 5 players ARE American (Doordash and Uber). The other 3 are European and Chinese.