These are autonomous sidewalk robots from Cartken: And last week, Uber announced that customers in Miami would start to see some of their food and grocery orders being delivered by them. The way it works is pretty simple. The app tells you when you need… Read More
Despite having somewhere around 4,000 employees and being valued at upwards of $15 billion (2021 figure), CloudKitchens remains an incredibly secretive company. In 2020, it was reported that they had spent over $130 million in the preceding two years on properties in about two dozen… Read More
Here is another article/report thing from McKinsey talking about the “fast-growing food-delivery ecosystem.” In the US, the top food-delivery players are DoorDash, Uber Eats, and Grubhub (in this order). What is clear is that these platforms are growing very quickly and that COVID-19 was of… Read More
Food was, not surprisingly, very resilient during this pandemic. In the case of Uber, food delivery became its biggest business (higher gross bookings than mobility). But mobility is coming back (first chart above) as our cities continue to reopen. In fact, Uber’s mobility business is… Read More
BRANDON DONNELLY 