There are so many on-demand food delivery services, including Spig, Spoonrocket, and Bento launching in the Bay Area. There has to be a consolidation eventually, especially as leading players become more efficient with network effects.
I'm curious if Operator directly competes here as well (read @joshconstine's article on TC for more info).
@joshconstine@rrhoover
1/ Fastbite is as much an answer to Sprig/Spoonrocket as a defensive move against an UberFresh (Disclosure: I am an investor in Sprig/Caviar but have much less information about Caviar since they got acquired by Square)
2/ Operator seems much closer to a Company like Magic than anything else.
@rrhoover do you really think consolidation is inevitable? I thought so before, but now I think they can become more similar to restaurants. I could easily see people saying, "Do you feel like Sprig today or Bento?" "Eh, I'm feeling more like Spooonrocket dude."
@rrhoover@lylemckeany I think something is inevitable in the preemptive delivery space. Mostly because the variety of foods you can pick up (before they're ordered) and drive around with that will still taste great after sitting is small. I think we've seen this with SpoonRocket.
The last time I was in SF, I heard The Melt was working on heating box tech that could be a game changer in this delivery niche. (It's hard to keep a grilled cheese hot, fresh, and crispy for an hour.)
(Disclosure: I am a co-founder of a similar but unrelated startup in pre-emptive pizza delivery, called Pepperonio.)
@rrhoover@lylemckeany Problem with the restaurant analogy is they're all going for a platform play with the same commoditized "healthy-ish food in a box".
"I'm feeling like spoonrocket" feels devoid of meaning compared to "I'm feeling like Thai" or "How about an upscale place this time!"
... and even if they did differentiate, there'd be economies of scale pressures to combine into one right? And on the user side, I only open one app, THEN choose whatever I'm feeling like that day and it's all in one place
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