Delivery Wars

Restaurant delivery apps have made it possible for many of us to order pretty much anything we want to eat with the click of a button. And during the pandemic that convenience became even more valuable. But at what cost? Some restaurant owners say they now need the apps to surviv ...  Show more

The restaurant delivery industry is worth more than $100 billion. But none of the major apps are profitable. In this episode, the key battles that have shaped the delivery wars from the point of view of founders, company executives and venture capitalists. And a key question: Wit ...  Show more

This week Felix Salmon and Emily Peck are joined by the New York Times’ “On Tech” columnist Shira Ovide for an all-tech deep dive. Starting with the war in Ukraine, they explore the tech giants’ grappling with Russian restrictions, Amazon’s inflated image as the omnipotent retail ...  Show more

In this episode, Youngme, Felix, and Mihir discuss whether there’s a market for a Netflix for News; debate the future of newspapers like The New York Times; argue about which Big Tech company (Apple, Alphabet, Amazon, Facebook) is most and least vulnerable; and offer their After ...  Show more

The digital revolution will be shaped by whoever controls our data. What does this mean for consumers and businesses? Tim Bradshaw, the FT’s global tech correspondent, looks at the increasing power of ecommerce giants. The idea of a few big companies controlling the market is ...

Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ...  Show more