“We maintain margin neutral on them because we mark up to offset the fees.”

TBPN · OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari

Play from 1:16:48
1:16:48

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What was described

Maintain both 1P (own app) and 3P (Uber, Postmates) delivery, keeping 3P margin-neutral by marking up prices

Said nearby on the same subject

“You basically have your own website, you have your own app that people order delivery through and then it's facilitated through the DoorDashes of the world”
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“‘Because the most expensive generating facility sets the power price, that’s usually a gas plant, so it keeps prices on the high side.’”
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Arnue Tan BNEF European Power Team
Switched On ·
Why it worked Share this moment
“That one addition doesn't cost him much in delivery time, but it changes the entire conversation a price shopper would have to have with themselves… creates enough differentiation to make at least some of them stop and think before jumping ship over a small price difference.”
♫
Said on Future Firm Accounting Podcast
How they work Share this moment
“In July 2026 it began to offer delivery service via the online platform Uber Eats.”
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Said on The Competitive Edge
Growth tactic Share this moment

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