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Articles related to "competition"


Uber confirms it is acquiring Postmates in an all-stock, $2.65B deal

  • It plans to run the business alongside its own food delivery business, Uber Eats, keeping the Postmates app running while merging some of the tech and delivery operations at the back end — for example by having drivers delivering orders for both businesses.
  • Uber in its news announcement described Postmates as “highly complementary” to Uber Eats, citing the two companies’ differing geographic focuses and target demographics and noting that Postmates has strong relationships with small- and medium-sized restaurants and other businesses that are loyal to the Postmates brand, which covers not only food but delivery of other items, too.
  • The other is the one that has been motivating the larger consolidation trend in food delivery, and that is the principle of economies of scale and how that plays out in terms of operational expenditures, with single drivers able to cover more restaurants and orders, and also the costs of operating the business.

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Platform Adjacency Theory

  • Our theoretical meta-platform starts at the left (Time 0) with a relatively complete set of features versus what most computers can do, but substantially less than the leading edge, and perhaps trailing what all commodity operating systems provide by some amount.
  • By failing to keep up with what most computers can do, or even increase at a constant rate such that the height of the relevance gap remains constant, developers making a choice might want to re-use knowledge they've gained from earlier cycles betting on the meta-platform, but will likely need to route around the suddenly-stagnant legacy system.
  • As the set expands, use cases that were previously the exclusive purview of native (single-OS) apps can transition to the meta-platform, gaining whatever benefits come with its model.
  • The web's benefits of frictionless deployment, universal access, streaming execution, collaboration, security, and user choice are model advantages for both content and services.

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