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DoorDash Buying Caviar from Square for $410M

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Re: DoorDash Buying Caviar from Square for $410M

#61
post #57

For what it's worth, the general vibe I've gotten from couriers has been that Caviar is one of the best food delivery apps for them, and that DoorDash is among the worst.

As a user though, Caviar is the worst delivery service I have ever used though. Food is often cold & sometimes wrong across 3 cities. I have stopped using it, even when it is the only option for a restaurant I like.

Agreed, I've recently stopped using Caviar altogether after numerous wrong or undelivered orders in a row, all of which they failed to take any real responsibility for and blamed on the drivers. Adding insult to injury, Caviar seems to be more expensive than alternatives.

Re: DoorDash Buying Caviar from Square for $410M

#63
post #24
post #10

The price seems high for something Square presumably needed to unload. Who else would have been bidding it up? And why are food delivery businesses still in a bubble? That's not a slam on businesses in a bubble phase, either. Many industries go through one before settling into a steady, sustainable state. Just surprised that delivery is still in one, while related industries, like ride-share are cooling off.

food delivery service is blowing up because it's still extremely inefficient in the USA. you can get _anything_ delivered in Hong Kong for about $1. some hong kongers don't even have kitchens and live like that for years. travis kalanick is investing millions of his own cash into this space.

Yep, where I am $15 meal on UberEats costs about $22.50 delivered as of right now.

Re: DoorDash Buying Caviar from Square for $410M

#64

I’m so confused by DoorDash’s sudden rise. I think I may have used it once. What is separating DoorDash from UberEats, Postmates, Grubhub etc?

My experience is that it's somewhat regional, but it doesn't feel sudden at all to me. I've used DoorDash for years, and it's because in my area they have much more selection of restaurants, and often faster delivery (which I assume means more drivers). Uber Eats doesn't even deliver to my house even though Uber covers my area.

Re: DoorDash Buying Caviar from Square for $410M

#65

I’m so confused by DoorDash’s sudden rise. I think I may have used it once. What is separating DoorDash from UberEats, Postmates, Grubhub etc?

When Grubhub acquired Eat24 from Yelp and removed the group order feature in favor of signing up for a "corporate" account, it sent much of my business to DoorDash.

Re: DoorDash Buying Caviar from Square for $410M

#66

I’m so confused by DoorDash’s sudden rise. I think I may have used it once. What is separating DoorDash from UberEats, Postmates, Grubhub etc?

I’m not an expert but I know that DoorDash partners with large established chains, they power Chipotle and Wendy’s delivery services. GrubHub is getting in in this too: they power Taco Bell’s new delivery service. I bet these deals lead to a more simpatico relationship monetarily. I bet it also avoids stuff like what is said in this comment https://news.ycombinator.com/item?id=20588348

Re: DoorDash Buying Caviar from Square for $410M

#68
post #24

Earlier quoted context omitted.

food delivery service is blowing up because it's still extremely inefficient in the USA. you can get _anything_ delivered in Hong Kong for about $1. some hong kongers don't even have kitchens and live like that for years. travis kalanick is investing millions of his own cash into this space.

Talk about a HUGE misunderstanding about a HUGE amount of the United States. A variety of restaurants just doesn’t exist in many places. It’s fast food, fast casual, and maybe a couple of local pizza/taco places. Beyond that, good luck.

Presumably we're not talking about Shoney's country, if we're talking about food delivery service models.

Incidentally, that was my first estimate for how far in the country I was when I travelled a lot for work: "How many reviews does {insert fast food restaurant} have on Yelp?"

Turns out, people only leave lots of Yelp reviews for Taco Bells when that's the only thing around.

Re: DoorDash Buying Caviar from Square for $410M

#69

I’m so confused by DoorDash’s sudden rise. I think I may have used it once. What is separating DoorDash from UberEats, Postmates, Grubhub etc?

Personally, Foodler had some nice features I like and Grubhub bought and killed them so I'm not going to be using Grubhub. Can't say I have a strong opinion among the others.

Re: DoorDash Buying Caviar from Square for $410M

#70

I’m so confused by DoorDash’s sudden rise. I think I may have used it once. What is separating DoorDash from UberEats, Postmates, Grubhub etc?

I use doordash 2-3 times a week. It's convenient and cheaper than Uber eats with dashpass. Just remember that if your too amount is less than 6$ it doesn't go to the drivers. It's better to too them with cash
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