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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

2025-03-27 · 61 min · 14 entities

episode page audio

Asserted relationships

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    evidence rules-v4
    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
  • → hosted by Harry Stebbings person
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    Feed author/publisher: Harry Stebbings
  • → founded Pizza.nu company
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    co-founded Pizza.nu
  • → founded Pizza.nu company
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    evidence rules-v4
    co-founded Pizza.nu
  • → discusses Business concept
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    Feed category: Business
  • → discusses Investing concept
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    Feed category: Investing
  • → discusses News concept
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    Feed category: News
  • → discusses Tech News concept
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    Feed category: Tech News

Entities found in this episode

concepts 7

  • mentioned Business concept
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    Feed category: Business
  • mentioned Investing concept
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    evidence rules-v4
    Feed category: Investing
  • mentioned Tech News concept
    0.50
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    Feed category: Tech News
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • discusses News concept
    0.40
    evidence rules-v4
    Feed category: News
  • discusses Tech News concept
    0.40
    evidence rules-v4
    Feed category: Tech News

persons 3

  • mentioned Uber and Doordash in a person
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    evidence rules-v4
    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
  • mentioned Harry Stebbings person
    0.70
    evidence rules-v4
    Feed author/publisher: Harry Stebbings
  • hosted by Harry Stebbings person
    0.55
    evidence rules-v4
    Feed author/publisher: Harry Stebbings

companys 3

  • mentioned Pizza.nu company
    0.68
    evidence rules-v4
    co-founded Pizza.nu
  • founded Pizza.nu company
    0.54
    evidence rules-v4
    co-founded Pizza.nu
  • founded Pizza.nu company
    0.54
    evidence rules-v4
    co-founded Pizza.nu

podcasts 1

Episode description as stored
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: 04:09 How Skiing Prepared Me For Life As An Entrepreneur 10:12 Losing $200M on Gorillas Investment 17:58 Quick Commerce: Does the Business Model Work? 25:09 How to Master M&A: Lessons from 35 Acquisitions 31:45 Evaluating Acquisitions: The Glovo Example 32:39 Cohort Analysis: Lessons from $49BN in GMV 34:35 Growth Strategies: What Worked? What Did Not Work? 38:27 Competing Against Uber and Doordash 41:40 Is Cash a Weapon in the War for Food Delivery 44:29 Why Are Emerging Markets a Good Investment? 48:21 Why Are European Markets Broken? Are Regulators Killing Europe? 51:57 Quickfire Round: Insights and Reflections