The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Insane Story of DeliveryHero: Losing $200M on a Gorillas Investment | Winning the Emerging Markets Delivery War with 35 Acquisitions | Competing with Uber and Doordash in a Capital Arms Race with Niklas Östberg
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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Niklas Östberg is the Founder and CEO of Delivery Hero, a global juggernaut now present in over 70 countries across four continents. In Q4 2024, the company announced GMV of $49BN with $12.8BN in revenue and $750M in EBITDA. They have made an astonishing 35+ acquisitions including $2BN for Glovo. Before launching Delivery Hero, Niklas co-founded Pizza.nu, leading its expansion across Sweden, Poland, Finland, and Austria.
In Today's Episode We Discuss:
How Skiing Prepared Me For Life As An Entrepreneur
Losing $200M on Gorillas Investment
Quick Commerce: Does the Business Model Work?
How to Master M&A: Lessons from 35 Acquisitions
Evaluating Acquisitions: The Glovo Example
Cohort Analysis: Lessons from $49BN in GMV
Growth Strategies: What Worked? What Did Not Work?
Competing Against Uber and Doordash
Is Cash a Weapon in the War for Food Delivery
Why Are Emerging Markets a Good Investment?
Why Are European Markets Broken? Are Regulators Killing Europe?
Quickfire Round: Insights and Reflections
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