Bala Subramaniam, CEO and founder of San Francisco-based food-ordering startup Bites, considers today’s third-party delivery model “broken” — a system he says prioritizes middleman marketplaces that charge high commissions while maintaining control of customer data. Artificial intelligence platforms, Subramaniam said, will inevitably change how consumers order food online and correct an imbalance that has plagued …
Continue reading “Bites CEO Calls 3PD ‘Broken,’ Says AI Will Fix It”
Harsh early review inbound: Zesty by DoorDash is severely flawed. Launched yesterday, I’m floored by how inaccurate the restaurant recommendations are. I would never give a “review” or pass judgment on its first day or week a new restaurant opening, but products multi billion dollar tech companies are different and it feels like no one …
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LinkedIn: Toast reported a strong Q3 and put real weight behind product, AI, and a new Uber partnership that will matter for how restaurants run digital orders.Global POS players and regional incumbents should assume faster competitive pressure as Toast’s localized stack, AI features, and marketplace integrations roll into more markets. 1/ Footprint and customers~156,000 live …
LinkedIn post: DoorDash reported a strong Q3 and the key points sounded very similar to the story told by Uber a couple of days ago (https://lnkd.in/dZvzPf2s). I read that some people think OpenAI will eat them all – I very much doubt that. 1/ What changed this quarterU.S. restaurants accelerated, MAUs and DashPass additions rose, …
Uber has just finished its earnings call, reporting a strong Q3 and flagged a handful of delivery, AI, and partner moves that I noted. 1/ Orders & money (Delivery). Gross Bookings $23.3B (+25% YoY) – Revenue $4.48B (+29%) – Segment Adjusted EBITDA $921M (+47%). Interestingly, Grocery & Retail is approaching a ~$12B gross bookings run-rate …
The restaurant industry doesn’t need another platform taking a cut, and customers don’t need another app quietly doing the same. It doesn’t need a middleman standing between restaurants and their diners — it needs to be one step closer. For years, delivery apps have inserted themselves between restaurants and customers — powered by billions in venture capital, pandemic …
Continue reading “Bites Launches to Put Restaurants Back in Control in the AI Era”
In examples like those garlic knots on the bottom left, Uber Eats’ AI would have to generate sections of the food itself.Image: Uber is a news writer focused on creative industries, computing, and internet culture. Jess started her career at TechRadar, covering news and hardware reviews. The menus on your next Uber Eats order may …
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The billionaire entrepreneur and Wonder CEO is building a ‘superapp for mealtime,’ blending food delivery, AI-driven nutrition, and smart restaurant tech. His vision? A future where you don’t have to think about what’s for dinner. Billionaire entrepreneur, NBA owner, and CEO of Wonder Marc Lore reveals that he plans all his meals with AI—and he …
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(ZeroHedge)—In March 2024, Morgan McBride stood in her half-renovated kitchen posing for a photo shoot. The images were for a new Google ad campaign, a celebration of the ways the search engine had empowered her family’s do-it-yourself home improvement site, Charleston Crafted, to flourish. Just weeks later, she said, traffic from Google dropped more than 70%. McBride had weathered …
The order integration company has expanded into an all-around digital ordering supplier and now goes by just Checkmate. VoiceBite uses AI to take orders over the phone and, soon, the drive-thru. | Image courtesy of Checkmate Restaurant tech supplier ItsaCheckmate has a new name, a new look and a new product. The company now known …
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