Consumer Internet

Airbnb: $100B+ brand in making

Reading Time: 3 minutes This article is just a high level summary about Airbnb ahead of IPO. Since it is just compilation of data / thoughts, it may lack flow. Airbnb is coming public soon with a truly remarkable journey especially in 2020. It all started in 2007 with 2 hosts and now it has 4M hosts in 100k …

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Takeaway grabs Grubhub – now what?

Reading Time: 2 minutes Reference material – please refer to previous article on food delivery space consolidation in USA for background. It is official – Grubhub is getting sold (not final yet). From Grubhub’s IR page Just Eat N.V. (AMS: TKWY, LSE: JET), (the “Company” or “Just Eat”), and Grubhub Inc. (NYSE: GRUB) (“Grubhub”) have entered into a definitive …

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Uber Eats + Grubhub is equivalent to 1+1 = 3

Reading Time: 6 minutes From WSJ earlier this week  Uber Technologies Inc. is seeking to acquire Grubhub Inc. in a deal that would unite two of the biggest players in the cutthroat meal-delivery business at a time when the coronavirus pandemic has sparked a surge in demand for their services. Uber, which in addition to its flagship ride business operates a …

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