thoughts of food

Grubhub is merging with European counterpart

There’s consolidation happening in the online food business. Grubhub had been in talks with Uber but those broke down because of antitrust concerns. I think we’re coming to the tail end of the VC-sponsored discounts for consumers in this market. | learn […]

tech, startups, internet

The VC Ponzi scheme theory. 

Chamath Palihapitiya is the founder of the uber-successful investment firm Social Capital, which has recently been in the news for some serious drama (google it if you’re curious). Chamath is interviewed here by Jason Calacanis and shares his controversial views […]

tech, startups, internet

Uber’s bundles. 

Ben Thompson of Stratechery discusses how he looks at Uber’s business in the context of bundles: transportation as a service, uber eats, and self-driving cars. | learn more