Uber, Postmates, and DoorDash: Where Do We Go From Here?
1 min readJun 20, 2019
Delivery is an undeniable and growing trend. But where is it headed?
The largest of the delivery companies — Uber — has gone public. Postmates has confidentially filed to go public with an IPO likely later in 2019. DoorDash just raised $600M at a $12.6B valuation and will need to find liquidity for a growing list of investors. All of this means we’ll soon have some great insights into the delivery business model underneath the hood. Today, however, we must rely on Uber’s public documents to read between the lines and guess, intelligently, where third party delivery ends up.
