Thread by @akhandelwal

{Thread on food delivery}
Spotifying and Netflixing food is the next frontier for food delivery innovation. Food delivery has evolved from aggregation->experience->selection over the last few years. Discovery is the next moat #startups #foodtech

Phase 1: Aggregation
The zero to one phase of food delivery which enabled access to restaurants and delivery of food by aggregating supply and demand

Phase 2: Experience
The next phase was about building a strong moat in the form of a superlative delivery experience

Phase 3: Selection
The commoditization of delivery happened leading to a shift in focus on increasing the depth and breadth of supply and building a differentiated supply pool through exclusivity and private labels

Phase 4: Discovery
The democratization of supply will lead to commoditization hence forcing the aggregators to solve for new and evolved customer need of personzation, customization, reduce cognitive load and engagement.

@threadreaderapp unroll this.