Meals supply was once fairly restricted — to sure companies and cuisines (the quintessential Chinese language takeout, the pizza supply man), sure geographies, and sure sorts of entry (bear in mind putting orders over a fuzzy telephone name?).
Not. With meals supply apps and web sites, you possibly can order principally something you wish to eat with a single click on. Supply now entails placing in particular requests, geo-tracking your meal’s location, leaving (or not leaving) digital suggestions. It’s raised the expectations of speedy comfort and ever-lower costs. And it’s turned supply into an investor-backed, winner-take-all, third-party app ecosystem dominated by just some highly effective giants — DoorDash, UberEats, Grubhub — all at conflict with each other.
And simply after we thought the meals supply wars couldn’t get any extra heated, the previous yr occurred. With everybody staying dwelling and ordering in, UberEats purchased Postmates for $2.65 billion, DoorDash went public with one of many largest IPOs of the yr (after buying Caviar) — and by some means the $11 billion trade nonetheless misplaced bonkers quantities of cash in an unhinged race for market dominance that’s incited the ire of native governments, enterprise homeowners, and staff.
So Eater is teaming up with Recode for a particular new season of Land of the Giants, the podcast exploring how the largest tech corporations are altering our world. The meals supply enterprise has dramatically altered client habits, created a brand new job market, and disrupted small enterprise possession. It’s additionally given delivery to ghost kitchens, and presumably modified our relationship with meals. On Land of the Giants, we’re digging into all of it: how the trade works, the (gobs and gobs of) cash concerned, the employees behind it, and what the longer term holds.
Hearken to the trailer and keep tuned for the primary episode, dropping June 22, for an eye-opening have a look at the billion-dollar trade that’s meals supply:
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