Kyle Hagee

Reliable, well-made, lets me throw a lot of stuff in it.

Reliable, well-made, lets me throw a lot of stuff in it.

Let's take this metaphor one step further. With the new AI and automation tools that Sage has added, you're slicing with cutting-edge razor-sharp knives as well. So fancy pot, but also fancy knives. I knew you were a phenomenal chef, Neil. And Sage is a phenomenal platform. Head to sage.com slash morningbrew. That's sage.com slash morningbrew.

Let's take this metaphor one step further. With the new AI and automation tools that Sage has added, you're slicing with cutting-edge razor-sharp knives as well. So fancy pot, but also fancy knives. I knew you were a phenomenal chef, Neil. And Sage is a phenomenal platform. Head to sage.com slash morningbrew. That's sage.com slash morningbrew.

Let's take this metaphor one step further. With the new AI and automation tools that Sage has added, you're slicing with cutting-edge razor-sharp knives as well. So fancy pot, but also fancy knives. I knew you were a phenomenal chef, Neil. And Sage is a phenomenal platform. Head to sage.com slash morningbrew. That's sage.com slash morningbrew.

It is a little bit. I mean, this was a terrible acquisition by Just Eat Takeaway. They paid seven point three billion dollars for Grubhub at the height of the covid delivery boom. Now they sold it for ninety one percent less than that valuation. They really just kind of bought it at the top. Just looking at the market share of delivery apps in the United States right now.

It is a little bit. I mean, this was a terrible acquisition by Just Eat Takeaway. They paid seven point three billion dollars for Grubhub at the height of the covid delivery boom. Now they sold it for ninety one percent less than that valuation. They really just kind of bought it at the top. Just looking at the market share of delivery apps in the United States right now.

It is a little bit. I mean, this was a terrible acquisition by Just Eat Takeaway. They paid seven point three billion dollars for Grubhub at the height of the covid delivery boom. Now they sold it for ninety one percent less than that valuation. They really just kind of bought it at the top. Just looking at the market share of delivery apps in the United States right now.

Grubhub has a market share of 8% compared to 67% with DoorDash, and Uber Eats now has a 23% market share. So Just Eat bought Grubhub to get into the U.S. market, expand their European empire, and they are the biggest food delivery service in Europe. It did not work out as well. People started going back to restaurants, and the overall delivery market just hasn't grown as much as was expected. But

Grubhub has a market share of 8% compared to 67% with DoorDash, and Uber Eats now has a 23% market share. So Just Eat bought Grubhub to get into the U.S. market, expand their European empire, and they are the biggest food delivery service in Europe. It did not work out as well. People started going back to restaurants, and the overall delivery market just hasn't grown as much as was expected. But

Grubhub has a market share of 8% compared to 67% with DoorDash, and Uber Eats now has a 23% market share. So Just Eat bought Grubhub to get into the U.S. market, expand their European empire, and they are the biggest food delivery service in Europe. It did not work out as well. People started going back to restaurants, and the overall delivery market just hasn't grown as much as was expected. But

Now that we tied the bow on Grubhub, let's talk about Wonder, which bought Grubhub. What is your take on Wonder and what they're doing? I mean, it is a sensibly a startup that few people have heard of outside of maybe New York City of seeing these storefronts, but they have insane plans. I mean, $30 billion valuation is insane that if they do achieve that, that would be within 10 years.

Now that we tied the bow on Grubhub, let's talk about Wonder, which bought Grubhub. What is your take on Wonder and what they're doing? I mean, it is a sensibly a startup that few people have heard of outside of maybe New York City of seeing these storefronts, but they have insane plans. I mean, $30 billion valuation is insane that if they do achieve that, that would be within 10 years.

Now that we tied the bow on Grubhub, let's talk about Wonder, which bought Grubhub. What is your take on Wonder and what they're doing? I mean, it is a sensibly a startup that few people have heard of outside of maybe New York City of seeing these storefronts, but they have insane plans. I mean, $30 billion valuation is insane that if they do achieve that, that would be within 10 years.

Chipotle had a $30 billion market cap. After 30 years in business, Shake Shack is worth $5.5 billion right now. This company in its last wonder, in its last funding round, was valued at $5 billion. So clearly investors are betting on Mark Lurie. And you mentioned he had these incredible exits, $3.3 billion to Walmart by Jet.com.

Chipotle had a $30 billion market cap. After 30 years in business, Shake Shack is worth $5.5 billion right now. This company in its last wonder, in its last funding round, was valued at $5 billion. So clearly investors are betting on Mark Lurie. And you mentioned he had these incredible exits, $3.3 billion to Walmart by Jet.com.

Chipotle had a $30 billion market cap. After 30 years in business, Shake Shack is worth $5.5 billion right now. This company in its last wonder, in its last funding round, was valued at $5 billion. So clearly investors are betting on Mark Lurie. And you mentioned he had these incredible exits, $3.3 billion to Walmart by Jet.com.

So it's very interesting what he's doing here and playing around in the restaurant space.

So it's very interesting what he's doing here and playing around in the restaurant space.

So it's very interesting what he's doing here and playing around in the restaurant space.