- Recent news from the sector, including that Turkey’s Getir has just raised a bucket of new capital, and that Weezy is looking to exit; the latter item wound up being important as we got around to discussing consolidation in the space.
- Steve gave us an overview of Zapp, and how its approach to infra could help its economics.
- We chatted about GoPuff and its economic fortunes, which in fundraising terms are solid, even if questions regarding future profitability are still in play.
- And regarding the ever-present pandemic question, Steve was bullish on consumer behavior staying where it is if — when? — the COVID-19 pandemic eventually leaves us.
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