Great point Maggie. I initially had the same concerns around scale. However, as the company scales the more leverage they will have in negotiating lower prices for higher quality food because they are great source of revenue for these local food producers. However, I do think they have to continue to be careful picking locations that are close proximity to family farms.
Ian great post! My question for you is whether you believe SpaceX’s history of underpaying for top talent is sustainable throughout an economic recession or a temporary dip in performance? Also, do you think the operating model is strong enough to hold in the future if Musk leaves to dedicate more of his time to another project?
Great post Ni. Of the businesses that have replicated the Uber model, which ones do you think are positioned for sustained success?
Brian. Great post! I know a lot of people have called them “cheats” in the past. Do you think there is an ethical dilemma here since they “steal” existing business models?