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CapexAndChill
@CapexAndChill
Long-term value in high conviction holdings. All thoughts are my own. NFA
가입 February 2025
300 팔로잉 중    12.1K
Uber’s Global Head of Delivery on Uber's unique positioning: "Over a million rides trips a month to a Walmart store. And so we are the only platform where we can support you getting people into your store, into your checkout, as well as into your digital cart." Delivery-only platforms only capture intent when a user is actively is looking to order delivery. Uber captures a lot more behavioral data because they know when their user travels, commutes, etc. This is how Uber changes the B2B conversation from just a logistics vendor to an omnichannel growth partner. $UBER
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