Meals supply was 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’ll be able to order mainly something you wish to eat with a single click on. Supply now includes 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 warfare with each other.
And simply once we thought the meals supply wars couldn’t get any extra heated, the past year happened. With everybody staying house and ordering in, UberEats bought Postmates for $2.65 billion, DoorDash went public with one of many greatest IPOs of the 12 months (after acquiring Caviar) — and someway the $11 billion business nonetheless misplaced bonkers quantities of cash in an unhinged race for market dominance that’s incited the ire of local governments, business owners, and workers.
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 business works, the (gobs and gobs of) cash concerned, the employees behind it, and what the longer term holds.
Listen to the trailer and keep tuned for the primary episode, dropping June 22, for an eye-opening have a look at the billion-dollar business that’s meals supply: