Mon. 05/18 – Pizza Arbitrage Shows How The Food Delivery Space Is Broken

Mon. 05/18 – Pizza Arbitrage Shows How The Food Delivery Space Is Broken

The tech trade war is really heating up again, in case you missed it. What if Coronavirus is what helps Google win at messaging? Clubhouse is an interesting raise raising eyebrows. And why Pizza arbitrage shows that the food delivery space is not only broken, but basically spits in the face of efficient market theory. Sponsors: Metalab.co Mintmobile.com/ride Links: TSMC halts new Huawei orders after US tightens restrictions (Nikkei Asian Review) China Injects $2.2 Billion Into Local Chip Firm (Bloomberg) General Atlantic to invest $870M in India's Reliance Jio Platforms (TechCrunch) Google Meet surpasses 50 million downloads on the Google Play Store (9to5Google) Andreessen Horowitz Wins VC Sweepstakes To Back Clubhouse, Voice App Still In Beta, At $100 Million Valuation (Forbes) London-based Fly Now Pay Later raises £35 million Series A to provide flexible financing to travellers (Tech.eu) Austin-Based Real Estate Startup Homeward Secures $105M In Debt & Equity (TechCrunch) Doordash and Pizza Arbitrage (Margins, by Ranjan Roy and Can Duruk) Subscribe to the ad-free feed!

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Episoder(2408)

Meta Settles

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Hugging Face Next?

Hugging Face Next?

Hugging Face explored a sale at $13B+, keeping the AI M&A wave rolling. Trump scolded towns that reject data centers while Abbott said the industry dug its own grave, Fable 5 spending plateaued, and A...

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(Portfolio Profile) Onix

(Portfolio Profile) Onix

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Tokens As The New Currency?

Tokens As The New Currency?

Stripe made the OpenRouter deal official at $7.5B. Unitree's Shanghai debut popped 460% past a $50B market cap, YouTube dangled millions to keep creators off Netflix, Slack launched Slack Code, and Bi...

20 Aug 20min

Anthropic Doing 2x OpenAI?

Anthropic Doing 2x OpenAI?

OpenAI paused training and rewrote its Preparedness Framework after Astra flirted with a critical cyber threshold. Leaked numbers showed Anthropic out-earning OpenAI nearly two to one, Anthropic prepp...

19 Aug 19min

Video AirPods

Video AirPods

Apple made peace with the EU, unveiling new App Store terms and a 5% Core Technology Commission. OpenAI launched ChatGPT for Teens, camera-equipped AirPods Ultra leaked, Alibaba's Qwen model blew past...

18 Aug 20min

Is It Ironic If Amazon Is Shredding Books?

Is It Ironic If Amazon Is Shredding Books?

Stripe locked in a $7B+ deal for OpenRouter, and OpenAI leased a 10GW Ohio campus with Nvidia backstopping it. The Journal found $3T in off-balance-sheet AI commitments, an AirTag caught Amazon shredd...

17 Aug 20min

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