20VC: Deliveroo Founder Will Shu on The IPO T...

AGENDA: 04:14 Anthropic's $30B Raise at $380B 06:18 Why SaaS Stocks Keep Getting Crushed 18:15 Wall Street's New Religion: AI Replaces Headcount 22:42 The Bear Case for Shopify: What Could Go Wrong? 31:51 Replit and Lovable are Proof Figma Missed Out: Figma; Buy or Sell? 48:42 St ...  Show more

Sebastian Siemiatkowski is the co-founder and CEO of Klarna, the global digital bank with over 114 million global active users and 3.4 million transactions per day. Seb is one of the leading public company CEOs pushing the boundaries of AI. AGENDA: 04:50 — The Real Threat to SaaS ...  Show more

In episode 55 of Commerce Talks with Alexander Graf, I sit down with Miki Kuusi, the founder of Wolt, to explore the fascinating journey of re-inventing food delivery. Wolt, a Helsinki-based tech company, is making waves by offering a superior customer experience in a market ofte ...  Show more

The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well ...  Show more

How the growth in food delivery apps could change the restaurant industry forever. Manuela Saragosa speaks to Moe Tkacik from the American Economic Liberties Project about threat posed to restaurants by the dominance of platforms like DoorDash, Uber Eats and Deliveroo. Collin Wal ...  Show more

It's December 2014, and Grubhub's Matt Maloney is feeling the heat. Competitors are eating away at his market share, so he decides to change direction. Grubhub finally starts delivering food with its own drivers. But will it be enough to outpace the other fast-growing upstarts ...