Collision 2015 - Oisin Hanrahan & Bastian Lehmann with Maren Kate Donovan
summary
Postmates starts as a retail tool then tests a consumer hack using distributed gift cards and sells about $10k over one weekend, pivoting to prepared food delivery and scaling to roughly 2 million deliveries and 10,000 couriers across 24 cities with rapid exponential growth after the first half million. Handy runs in 28 cities, does ~100,000 bookings per month, moves service pros from SMS to a mobile app, drives 80 percent recurring cleanings and live arrival tracking, and argues networks become defensible once a player is 3–4x larger in a city.
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chapters (4)
- 0:00Business introductions
- 2:22Evolution of services
- 8:58Workforce and regulation
- 14:17Scaling and competition
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