[HN Gopher] DoorDash to acquire Deliveroo
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       DoorDash to acquire Deliveroo
        
       Author : mfiguiere
       Score  : 57 points
       Date   : 2025-05-06 06:27 UTC (16 hours ago)
        
 (HTM) web link (www.cnbc.com)
 (TXT) w3m dump (www.cnbc.com)
        
       | colesantiago wrote:
       | Most startups in the UK have either:
       | 
       | 1. Sold to a foreign buyer
       | 
       | 2. Shut down
       | 
       | 3. Relocated to the US
       | 
       | 4. Are stagnant
       | 
       | The UK is up for sale (at a discount)
        
         | fakedang wrote:
         | You could say the same for traditional businesses. Or real
         | estate. Or the farmlands. Even the political parties (for the
         | princely sum of 50,000 quid).
         | 
         | The UK is up for sale.
        
         | graemep wrote:
         | That is how globalisation is supposed to work.
         | 
         | British companies have bought plenty abroad too:
        
           | pydry wrote:
           | it works great until you realize that your country's most
           | strategic economic assets are in the hands of a strategic
           | rival or shut down.
        
         | mytailorisrich wrote:
         | And yet the UK attracts twice the VC investments the next
         | European country does.
        
           | Bilal_io wrote:
           | Is it because of the language?
        
             | carlosjobim wrote:
             | Banking and incorporation laws.
        
       | Argonaut998 wrote:
       | First FreeNow and now Deliveroo. So much for European
       | independence from US companies. It's a wonder why these sales
       | were approved in this climate.
        
         | StopDisinfo910 wrote:
         | Deliveroo is a UK company. It doesn't matter to the EU. It's
         | also very much non strategic so I don't see why it would be
         | blocked either way.
        
           | graemep wrote:
           | The GP said European, not EU. Its a concern in the UK too.
        
             | StopDisinfo910 wrote:
             | There is no such thing as European independence. Europe is
             | a continent, not a political entity.
             | 
             | The EU is a political entity which happens to be
             | reconsidering its independence from the US. The UK very
             | much is not and is kowtowing favours hoping to get a good
             | deal.
        
             | nicoburns wrote:
             | Unfortunately the current UK government has about as much
             | backbone as a jellyfish.
        
         | fy20 wrote:
         | And Wolt.
        
         | JumpCrisscross wrote:
         | > _a wonder why these sales were approved in this climate_
         | 
         | The EU and UK have no good options at the merger level. If they
         | block the sale, it trashes the start-up ecosystem. If they let
         | it through, an American company buys a local one.
         | 
         | The fundamental problem is the paucity of new-firm formation in
         | the EU and UK, the scaling barriers they face that American
         | compeitors don't, and the increased culture of risk-taking in
         | America that lets its firms pay more for acquisitions. The last
         | can't be addressed. The first two probably can by the EU. (The
         | UK is not a viable sovereign entity in these regards.)
        
           | jjallen wrote:
           | Yes as an American who's loved in Europe for six years or so
           | the risk taking and desire to start and do things a little
           | differently is just night and day more than it is in Europe,
           | generally speaking.
        
             | bsimpson wrote:
             | I'll never forget how jealous the Dutch coffee shop owner I
             | met was of Americans.
             | 
             | Dude worked at a bank - respectable white collar job acc.
             | to his Dutch friends and family. He picked up a passion for
             | coffee and wanted to open his own shop. His loved ones all
             | thought he was nuts to leave a stable job for a maybe.
             | 
             | I'm sure there's a degree of that in the US, but we have a
             | lot more "just try stuff" in our cultural myths than the
             | Europeans tend to. Guy felt like his options were keep a
             | job he hates or be disowned by everyone he knows.
        
               | SkyeCA wrote:
               | Perhaps his friends and family were just being
               | reasonable? Leaving banking to start a coffee shop is a
               | drastic, risky move. Passion doesn't pay the bills or
               | fund retirement and I'd legitimately wonder if someone
               | was having a mental health crisis if they told me that
               | was their plan.
        
         | mytailorisrich wrote:
         | No-one's approval is required apart from the company's board...
        
         | pzmarzly wrote:
         | FWIW there still are some popular European alternatives left,
         | such as Bolt, Glovo or JustEat
        
       | Spivak wrote:
       | > We'll cover more than 40 countries with a combined population
       | of more than 1 billion people, enabling us to provide more local
       | businesses with the tools and technology they need to thrive,"
       | said Tony Xu, CEO and Co-founder of DoorDash.
       | 
       | This makes zero sense to me for a logistics company specializing
       | in local to local deliveries. Being bigger in a given geographic
       | area grants some benefits of scale and efficiency but being in
       | Seattle and Bangkok there's really no difference than two
       | separate apps. Just with the nature of the business you probably
       | want this to be as local as possible so the profits aren't
       | siphoned out of your community.
        
         | like_any_other wrote:
         | > Being bigger in a given geographic area grants some benefits
         | of scale and efficiency
         | 
         | And dictating terms to local restaurants and delivery workers,
         | with the threat of shutting them out of the largest market.
        
           | ta1243 wrote:
           | Both my local Indian and Chinese use justeat. I don't select
           | them because they're on justeat, I use justeat because it has
           | them.
           | 
           | If they changed to another platform then I'd simply move to
           | that platform. Of course these companies did deliveries far
           | before techbros decided to "disrupt" the industry.
        
             | like_any_other wrote:
             | That's great. Wanna bet the future of your family business
             | on the great majority of consumers acting like you, and
             | only a negligible number being steered by convenience and
             | habit?
        
               | Marsymars wrote:
               | Based on what I see on my local Uber Eats, it's mostly
               | delivering food from low-quality ghost kitchens and
               | McDonald's to people who can't be bothered to find
               | anything better.
               | 
               | I'd find it too depressing to run any kind of family
               | business that involved food delivery.
        
           | carlosjobim wrote:
           | If you've made your restaurant dependent on any deliver app,
           | you've already made a fatal mistake in a cutthroat industry.
           | 
           | It doesn't take great effort for a restaurant to do good
           | without being on these apps. But some owners want to pay
           | 15-20% of their gross revenue to a megacorp for the rest of
           | their lives rather than invest a few hundreds or thousands in
           | getting their own customers. We see the same thing in a ton
           | of industries.
        
         | ReptileMan wrote:
         | People often travel outside of their town. Having the same app
         | in the next place you are offers some benefits for the users.
         | And potential for earnings.
        
         | morpheuskafka wrote:
         | As an example, US has Uber and Lyft and Mexico has Uber and
         | Didi. When someone from Mexico goes to US, they probably wont
         | have Lyft, and someone from the US won't have Didi. So Uber
         | gets most travellers' business automatically.
         | 
         | Likewise even though Uber in Japan is (almost) all taxis and
         | not actual Uber drivers, most global tourists have Uber and not
         | something like Go that's specific to Japan. So they are
         | profiting off almost all the taxi rides from Western visitors.
        
       | morpheuskafka wrote:
       | Note that Deliveroo's Hong Kong business was sold to Foodpanda a
       | few weeks earlier. So it looks like DoorDash only wanted to buy
       | certain markets.
        
         | bastawhiz wrote:
         | It makes sense that they wouldn't buy the HK business.
         | Operating in HK essentially means entering the Chinese market,
         | which feels like a bold responsibility for Doordash to take on.
         | Better to let a company that's better positioned to buy out
         | that part of the business.
        
       | Raed667 wrote:
       | It is inevitable for DoorDash to make tipping an even more
       | annoying and intrusive part of Deliveroo. I can't wait to see how
       | europeen users react to that.
        
         | pluc wrote:
         | These things are _omnipresent_ in European capitals, it 's
         | quite striking. It might be inconvenient but it's not gonna
         | stop people any more than the privacy concerns of the apps do.
        
           | Raed667 wrote:
           | I live in France and use Deliveroo (or UberEats some rare
           | times) maybe once a month.
           | 
           | There is already a tipping UI in the app, but it is not
           | intrusive, nothing as aggressive as what you'd experience in
           | the US where you're inclined to pre-tip even before the
           | delivery happens.
           | 
           | As for the capitals, yes it is becoming a thing but from my
           | personal experience it is limited to touristy places
        
         | nmstoker wrote:
         | Will be interesting.
         | 
         | Back when I used Deliveroo, tipping always led to worse
         | delivery success rates so I gave up.
         | 
         | They suddenly became really bad recently, which is unfortunate
         | as they generally had the edge on Uber Eats (total charlatans!)
        
       | omneity wrote:
       | International operations? Is DoorDash entering new markets?
        
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       (page generated 2025-05-06 23:00 UTC)