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Fast Five Shorts | Does The World Need A Super App For Mealtime? · Omni Talk Retail

• 0:00
  Wonder
• 0:01
  is
• 0:01
  acquiring
• 0:02
  Grubhub
• 0:02
  for
• 0:03
  $650
• 0:04
  million,
• 0:05
  according
• 0:05
  to
• 0:05
  grocery
• 0:05
  Dive.
• 0:06
  Wonder,
• 0:06
  a
• 0:06
  company
• 0:07
  that
• 0:07
  operates
• 0:07
  delivery
• 0:08
  focused
• 0:08
  food
• 0:08
  halls
• 0:09
  and
• 0:09
  the
• 0:09
  brainchild
• 0:09
  of
• 0:09
  Mark
• 0:10
  Laurie,
• 0:10
  will
• 0:11
  acquire
• 0:11
  food
• 0:11
  delivery
• 0:12
  provider
• 0:12
  Grubhub
• 0:13
  for
• 0:13
  $650
• 0:14
  million
• 0:14
  from
• 0:14
  justeattakeaway.com
• 0:17
  Wonder,
• 0:17
  which
• 0:17
  has
• 0:18
  28
• 0:18
  locations
• 0:18
  in
• 0:19
  the
• 0:19
  Northeast,
• 0:19
  also
• 0:20
  raised
• 0:20
  $250
• 0:21
  million
• 0:21
  in
• 0:21
  capital
• 0:22
  from
• 0:22
  new
• 0:22
  investors
• 0:23
  after
• 0:23
  previously
• 0:24
  raising
• 0:21
  $700
• 0:25
  million
• 0:25
  in
• 0:26
  March
• 0:26
  with
• 0:26
  plans
• 0:27
  to
• 0:27
  reach
• 0:25
  90
• 0:27
  locations
• 0:28
  by
• 0:28
  next
• 0:28
  year.
• 0:29
  It
• 0:29
  should
• 0:29
  be
• 0:29
  noted
• 0:30
  that
• 0:30
  Just
• 0:30
  Eat
• 0:30
  takeaway
• 0:31
  originally
• 0:31
  purchased
• 0:32
  Grubhub
• 0:32
  for
• 0:33
  $7
• 0:33
  billion
• 0:34
  in
• 0:33
  2020
• 0:34
  and
• 0:34
  tried
• 0:35
  selling
• 0:35
  the
• 0:35
  company
• 0:36
  since
• 0:37
  April
• 0:37
  of
• 0:37
  2022,
• 0:39
  said
• 0:39
  Mark
• 0:39
  Laurie
• 0:40
  about
• 0:40
  the
• 0:40
  acquisition
• 0:40
  quote.
• 0:41
  We're
• 0:41
  excited
• 0:42
  to
• 0:42
  soon
• 0:42
  offer
• 0:42
  a
• 0:43
  curated
• 0:43
  selection
• 0:44
  of
• 0:44
  grubhub's
• 0:44
  restaurant
• 0:45
  partners
• 0:46
  directly
• 0:46
  in
• 0:46
  the
• 0:46
  Wonder
• 0:47
  app
• 0:47
  alongside
• 0:48
  our
• 0:48
  owned
• 0:48
  and
• 0:48
  operated
• 0:49
  restaurants
• 0:49
  and
• 0:49
  meal
• 0:50
  kits.
• 0:50
  Bringing
• 0:50
  Wonder
• 0:51
  and
• 0:51
  grubhub
• 0:51
  together
• 0:52
  is
• 0:52
  the
• 0:52
  next
• 0:52
  step
• 0:53
  in
• 0:53
  our
• 0:53
  vision
• 0:53
  to
• 0:53
  create
• 0:54
  the
• 0:54
  super
• 0:54
  app
• 0:54
  for
• 0:55
  meal
• 0:55
  time
• 0:56
  re
• 0:56
  envisioning
• 0:57
  the
• 0:57
  future
• 0:58
  of
• 0:58
  food
• 0:58
  delivery.
• 0:59
  End
• 0:59
  quote.
• 0:59
  Chris
• 1:00
  do
• 1:00
  you
• 1:00
  agree
• 1:00
  with
• 1:01
  Wonders
• 1:01
  Mark
• 1:01
  Laurie
• 1:02
  that
• 1:02
  the
• 1:02
  world
• 1:02
  needs
• 1:02
  a
• 1:02
  super
• 1:03
  app
• 1:03
  for
• 1:03
  meal
• 1:03
  time?
• 1:05
  100%
• 1:05
  not
• 1:06
  at
• 1:06
  all
• 1:06
  Ann.
• 1:06
  Not
• 1:06
  at
• 1:07
  all.
• 1:07
  No.
• 1:07
  I'm
• 1:07
  not
• 1:08
  buying
• 1:08
  this
• 1:08
  at
• 1:09
  all.
• 1:09
  And
• 1:10
  I
• 1:10
  kind
• 1:10
  of
• 1:10
  feel
• 1:10
  like
• 1:10
  I
• 1:11
  already
• 1:11
  have
• 1:11
  one
• 1:11
  and
• 1:12
  I
• 1:12
  have
• 1:12
  many
• 1:12
  options
• 1:13
  of
• 1:13
  them.
• 1:13
  Like
• 1:13
  I've
• 1:13
  got
• 1:13
  DoorDash,
• 1:14
  I've
• 1:14
  got
• 1:14
  my
• 1:14
  local
• 1:15
  grocery,
• 1:15
  I've
• 1:15
  got
• 1:15
  Walmart,
• 1:16
  plus
• 1:16
  I've
• 1:16
  got
• 1:16
  Amazon.
• 1:17
  So
• 1:18
  last
• 1:18
  time
• 1:18
  I
• 1:19
  checked,
• 1:19
  and
• 1:19
  last
• 1:19
  time
• 1:19
  I
• 1:19
  checked
• 1:20
  too.
• 1:20
  The
• 1:20
  universal
• 1:20
  truth
• 1:20
  is
• 1:21
  I
• 1:21
  want
• 1:21
  choice.
• 1:21
  I
• 1:21
  don't
• 1:21
  want
• 1:22
  to
• 1:22
  be
• 1:22
  forced
• 1:22
  to
• 1:22
  use
• 1:22
  one
• 1:23
  thing
• 1:23
  as
• 1:23
  a
• 1:23
  super
• 1:23
  app,
• 1:24
  especially
• 1:24
  in
• 1:24
  America.
• 1:25
  So.
• 1:25
  So
• 1:26
  this
• 1:26
  whole
• 1:26
  super
• 1:27
  app
• 1:27
  idea
• 1:28
  sounds
• 1:28
  like
• 1:28
  something
• 1:29
  you
• 1:29
  say
• 1:29
  to
• 1:29
  sound
• 1:29
  cool
• 1:30
  when
• 1:30
  you
• 1:30
  know
• 1:30
  you
• 1:30
  really
• 1:31
  aren't.
• 1:31
  That's
• 1:31
  what
• 1:31
  I
• 1:32
  think
• 1:32
  about
• 1:32
  this
• 1:32
  and
• 1:33
  that's
• 1:33
  my
• 1:33
  take
• 1:34
  here.
• 1:34
  Of
• 1:35
  course,
• 1:35
  with
• 1:35
  that
• 1:35
  said,
• 1:35
  I'm
• 1:36
  not
• 1:36
  P.T.
• 1:36
  barnum,
• 1:37
  aka
• 1:37
  Mark
• 1:37
  Laurie,
• 1:38
  aka
• 1:38
  the
• 1:38
  greatest
• 1:39
  investor
• 1:39
  Showman
• 1:40
  on
• 1:40
  Earth.
• 1:40
  But
• 1:41
  I
• 1:41
  just
• 1:42
  don't
• 1:42
  see
• 1:42
  the
• 1:42
  long
• 1:42
  term
• 1:43
  play
• 1:43
  here.
• 1:43
  And
• 1:43
  I
• 1:43
  really
• 1:44
  don't.
• 1:44
  The
• 1:44
  delivery
• 1:45
  space
• 1:45
  is
• 1:45
  crowded
• 1:46
  and
• 1:46
  it's
• 1:46
  consolidating
• 1:47
  already
• 1:48
  is
• 1:48
  another
• 1:48
  point
• 1:48
  I
• 1:48
  would
• 1:49
  add.
• 1:49
  It's
• 1:49
  pretty
• 1:49
  much
• 1:50
  a
• 1:50
  white
• 1:50
  label
• 1:50
  service
• 1:51
  at
• 1:51
  this
• 1:51
  point
• 1:51
  across
• 1:52
  the
• 1:52
  industry.
• 1:53
  I
• 1:53
  mean
• 1:53
  look
• 1:53
  at
• 1:53
  what
• 1:53
  Starbucks
• 1:54
  is
• 1:54
  doing
• 1:54
  in
• 1:54
  the
• 1:54
  first
• 1:54
  headline.
• 1:55
  New
• 1:55
  Apron
• 1:56
  and
• 1:56
  meal
• 1:56
  kits.
• 1:57
  Those
• 1:57
  are
• 1:57
  dying
• 1:58
  as
• 1:58
  well.
• 1:58
  I
• 1:59
  tried
• 1:59
  them.
• 1:59
  I
• 1:59
  fell
• 1:59
  in
• 1:59
  love
• 2:00
  with
• 2:00
  them
• 2:00
  during
• 2:00
  the
• 2:00
  pandemic,
• 2:01
  but
• 2:01
  they
• 2:01
  jilted
• 2:02
  me.
• 2:02
  I'm
• 2:02
  not
• 2:02
  going
• 2:02
  to
• 2:02
  go
• 2:02
  back
• 2:03
  and
• 2:03
  I'm
• 2:03
  a
• 2:03
  jilted
• 2:03
  lover
• 2:04
  on
• 2:04
  the
• 2:04
  meal
• 2:04
  kit,
• 2:04
  so
• 2:04
  that's
• 2:05
  not
• 2:05
  appealing
• 2:05
  to
• 2:05
  me.
• 2:06
  So
• 2:06
  the
• 2:07
  success
• 2:07
  of
• 2:07
  the
• 2:07
  super
• 2:08
  app
• 2:08
  concept,
• 2:08
  if
• 2:08
  you
• 2:08
  get
• 2:09
  right
• 2:09
  down
• 2:09
  to
• 2:09
  it.
• 2:09
  And
• 2:10
  the
• 2:10
  success
• 2:10
  of
• 2:11
  this
• 2:11
  super
• 2:11
  app
• 2:11
  concept
• 2:11
  has
• 2:12
  nothing
• 2:12
  to
• 2:12
  do
• 2:12
  with
• 2:12
  grubhub.
• 2:13
  It
• 2:14
  relies
• 2:14
  on
• 2:14
  the
• 2:14
  restaurant
• 2:15
  concept
• 2:15
  in
• 2:15
  and
• 2:16
  of
• 2:16
  itself
• 2:16
  of
• 2:16
  what
• 2:16
  Wonder
• 2:17
  is,
• 2:18
  which
• 2:18
  is
• 2:18
  supposed
• 2:18
  to
• 2:18
  be
• 2:19
  more
• 2:19
  geared
• 2:19
  toward
• 2:19
  the
• 2:19
  high
• 2:19
  end,
• 2:20
  which
• 2:20
  when
• 2:20
  I
• 2:20
  talk
• 2:21
  to
• 2:21
  people
• 2:21
  in
• 2:21
  the
• 2:21
  delivery
• 2:22
  space,
• 2:22
  customers
• 2:23
  don't
• 2:23
  want
• 2:23
  high
• 2:24
  end
• 2:24
  food
• 2:24
  delivered
• 2:25
  because
• 2:25
  it
• 2:25
  doesn't
• 2:26
  travel
• 2:26
  well.
• 2:26
  They
• 2:26
  want
• 2:27
  consistently
• 2:27
  Chinese,
• 2:28
  Mexican,
• 2:29
  pizza,
• 2:29
  all
• 2:29
  those
• 2:30
  things.
• 2:30
  But
• 2:30
  I'm
• 2:31
  sure,
• 2:31
  you
• 2:31
  know,
• 2:31
  and,
• 2:32
  but
• 2:32
  I
• 2:32
  mean,
• 2:32
  who
• 2:33
  am
• 2:33
  I?
• 2:33
  I'm
• 2:34
  just
• 2:34
  some
• 2:34
  pundit.
• 2:35
  I've
• 2:35
  been
• 2:35
  in
• 2:35
  retail
• 2:36
  20,
• 2:36
  25
• 2:37
  years
• 2:37
  now.
• 2:38
  Who
• 2:38
  am
• 2:38
  I
• 2:38
  to
• 2:39
  challenge
• 2:39
  the
• 2:39
  questions
• 2:40
  of,
• 2:40
  of
• 2:41
  Mark
• 2:41
  Laurie
• 2:41
  and
• 2:42
  Tony
• 2:42
  Hoggett
• 2:42
  recently
• 2:43
  of
• 2:43
  Tesco
• 2:43
  and
• 2:43
  Amazon
• 2:44
  Fresh,
• 2:44
  who
• 2:44
  both
• 2:45
  have
• 2:45
  probably
• 2:45
  literally
• 2:46
  on
• 2:46
  their
• 2:46
  resume,
• 2:47
  no
• 2:47
  experience
• 2:47
  in
• 2:48
  the
• 2:48
  restaurant
• 2:48
  space.
• 2:48
  But
• 2:49
  who
• 2:49
  am
• 2:49
  I
• 2:49
  to
• 2:49
  question
• 2:50
  them?
• 2:50
  You
• 2:50
  know,
• 2:51
  they,
• 2:51
  they,
• 2:51
  they
• 2:51
  sold
• 2:52
  Mark,
• 2:52
  and
• 2:52
  especially
• 2:53
  Mark
• 2:53
  Lorry.
• 2:53
  He
• 2:53
  sold
• 2:54
  two
• 2:54
  businesses
• 2:55
  that
• 2:55
  never
• 2:55
  made
• 2:55
  any
• 2:56
  money
• 2:56
  and
• 2:56
  don't
• 2:56
  exist
• 2:57
  anymore.
• 2:57
  But
• 2:57
  who
• 2:57
  am
• 2:58
  I
• 2:58
  to
• 2:58
  question
• 2:58
  them?
• 2:58
  And
• 2:59
  I
• 2:59
  mean,
• 2:59
  come
• 2:59
  on.
• 2:59
  I
• 2:59
  mean,
• 3:00
  I.
• 3:00
  So
• 3:00
  I'm
• 3:00
  probably
• 3:01
  getting
• 3:01
  something
• 3:01
  wrong.
• 3:02
  Well,
• 3:03
  I
• 3:03
  mean,
• 3:04
  if,
• 3:04
  if
• 3:04
  I'm
• 3:04
  trying
• 3:04
  to
• 3:05
  understand
• 3:05
  the
• 3:06
  thinking
• 3:06
  behind
• 3:07
  this.
• 3:07
  I
• 3:07
  mean,
• 3:08
  it
• 3:08
  was
• 3:08
  a
• 3:08
  steal
• 3:09
  of
• 3:09
  a
• 3:09
  deal.
• 3:09
  If
• 3:10
  it
• 3:10
  was,
• 3:10
  you
• 3:10
  know,
• 3:11
  valued
• 3:11
  during
• 3:11
  the
• 3:12
  pandemic,
• 3:13
  $7
• 3:13
  billion
• 3:14
  and
• 3:14
  now
• 3:14
  it's
• 3:13
  650
• 3:15
  million.
• 3:15
  Like,
• 3:16
  okay,
• 3:17
  it's
• 3:17
  one
• 3:17
  way
• 3:17
  to
• 3:17
  put
• 3:17
  it.
• 3:18
  What
• 3:18
  could
• 3:18
  Wonder
• 3:19
  do
• 3:19
  with
• 3:19
  this?
• 3:20
  They
• 3:20
  could
• 3:21
  get
• 3:21
  scale
• 3:22
  because
• 3:22
  of
• 3:22
  the
• 3:22
  other
• 3:22
  restaurants
• 3:23
  on
• 3:23
  the
• 3:23
  platform
• 3:24
  or
• 3:24
  people
• 3:24
  who
• 3:24
  are
• 3:25
  already
• 3:25
  going
• 3:25
  to
• 3:25
  grubhub.
• 3:26
  They
• 3:26
  could
• 3:26
  allow
• 3:27
  for
• 3:27
  people
• 3:27
  to
• 3:28
  start
• 3:28
  to
• 3:28
  see
• 3:28
  Wonder's
• 3:29
  concepts
• 3:29
  and
• 3:29
  drive
• 3:30
  traffic
• 3:30
  in
• 3:30
  a
• 3:30
  way
• 3:30
  that
• 3:31
  maybe
• 3:31
  Wonder
• 3:31
  would
• 3:31
  have
• 3:32
  to
• 3:32
  invest
• 3:32
  a
• 3:32
  lot
• 3:32
  more
• 3:33
  money
• 3:33
  on
• 3:33
  to
• 3:34
  get
• 3:34
  people,
• 3:35
  you
• 3:35
  know,
• 3:35
  over
• 3:36
  to
• 3:36
  the
• 3:36
  platform.
• 3:36
  And
• 3:37
  you've
• 3:37
  seen
• 3:37
  the
• 3:37
  value
• 3:38
  of
• 3:38
  using
• 3:38
  the
• 3:38
  platform.
• 3:39
  So
• 3:39
  maybe
• 3:39
  if
• 3:39
  you
• 3:39
  look
• 3:39
  at
• 3:39
  it
• 3:40
  as
• 3:40
  like
• 3:40
  a
• 3:40
  marketing
• 3:41
  expense
• 3:42
  that
• 3:42
  can
• 3:42
  help
• 3:42
  the,
• 3:43
  this,
• 3:44
  the
• 3:44
  other
• 3:44
  thing
• 3:44
  that
• 3:44
  I
• 3:45
  Wonder,
• 3:45
  Chris,
• 3:45
  and
• 3:46
  this
• 3:46
  again,
• 3:46
  I'm
• 3:46
  digging
• 3:47
  deep
• 3:47
  for
• 3:47
  some
• 3:47
  of
• 3:47
  the
• 3:48
  under
• 3:48
  trying
• 3:48
  to
• 3:48
  understand
• 3:49
  this.
• 3:49
  You're
• 3:49
  trying
• 3:50
  to
• 3:50
  find
• 3:50
  the
• 3:50
  good
• 3:50
  in
• 3:50
  this.
• 3:50
  You're
• 3:51
  not
• 3:51
  really
• 3:51
  trying
• 3:51
  to
• 3:51
  find
• 3:51
  the
• 3:52
  good.
• 3:52
  I'm
• 3:52
  trying
• 3:52
  to
• 3:52
  find
• 3:53
  the
• 3:53
  good
• 3:53
  in
• 3:53
  it.
• 3:53
  But
• 3:53
  like,
• 3:54
  do
• 3:54
  you
• 3:55
  think
• 3:55
  that
• 3:55
  they
• 3:55
  gain
• 3:56
  information
• 3:56
  from
• 3:57
  the
• 3:57
  other
• 3:57
  grubhub
• 3:58
  restaurants
• 3:58
  on
• 3:58
  the
• 3:58
  platform?
• 3:59
  Like
• 3:59
  Tony
• 3:59
  Hoggett
• 4:00
  coming
• 4:00
  in
• 4:00
  here
• 4:00
  is
• 4:00
  making
• 4:01
  me
• 4:01
  ask
• 4:01
  some
• 4:01
  serious
• 4:02
  questions
• 4:02
  about
• 4:02
  like
• 4:02
  the
• 4:03
  Amazon
• 4:03
  approach
• 4:03
  to
• 4:04
  business.
• 4:04
  Like,
• 4:04
  do
• 4:05
  does
• 4:05
  Wonder
• 4:05
  see,
• 4:06
  like,
• 4:06
  ooh,
• 4:06
  Chinese
• 4:07
  is
• 4:07
  really
• 4:07
  popular
• 4:08
  and
• 4:08
  people
• 4:08
  really
• 4:08
  like
• 4:09
  hot
• 4:09
  pot
• 4:09
  or
• 4:09
  something
• 4:10
  like
• 4:10
  that
• 4:10
  in
• 4:11
  delivery?
• 4:11
  Like,
• 4:11
  do
• 4:12
  we
• 4:12
  create
• 4:12
  a
• 4:12
  Wonder
• 4:13
  concept
• 4:13
  now
• 4:13
  that
• 4:14
  delivers
• 4:14
  hot
• 4:14
  pot
• 4:14
  and
• 4:15
  undercut
• 4:15
  the
• 4:15
  competition
• 4:16
  and
• 4:16
  now
• 4:16
  they
• 4:16
  have
• 4:17
  two
• 4:17
  hot
• 4:17
  pot
• 4:17
  options
• 4:18
  and
• 4:18
  wonder,
• 4:18
  you
• 4:19
  know,
• 4:19
  like,
• 4:19
  do
• 4:19
  they
• 4:19
  do
• 4:20
  something
• 4:20
  with
• 4:20
  the
• 4:20
  data
• 4:20
  from
• 4:21
  that?
• 4:21
  I
• 4:21
  don't,
• 4:21
  I
• 4:22
  don't
• 4:22
  know.
• 4:23
  Is
• 4:23
  there
• 4:24
  still
• 4:24
  ties
• 4:24
  to
• 4:24
  Amazon
• 4:25
  where,
• 4:25
  you
• 4:25
  know,
• 4:26
  yes,
• 4:26
  right
• 4:26
  now,
• 4:26
  part
• 4:27
  of
• 4:27
  your
• 4:27
  prime
• 4:27
  membership,
• 4:27
  you
• 4:27
  can
• 4:28
  get
• 4:28
  grubhub
• 4:28
  delivery,
• 4:29
  but
• 4:29
  do
• 4:29
  they
• 4:29
  start
• 4:30
  to
• 4:30
  use
• 4:30
  that?
• 4:30
  That's
• 4:30
  an
• 4:31
  interesting
• 4:31
  question.
• 4:31
  What
• 4:31
  happens
• 4:32
  there
• 4:32
  too?
• 4:32
  Yeah,
• 4:33
  like,
• 4:33
  I
• 4:33
  think
• 4:33
  that
• 4:34
  I'm
• 4:34
  trying
• 4:34
  to
• 4:34
  dig,
• 4:35
  as
• 4:35
  you
• 4:35
  can
• 4:35
  tell,
• 4:36
  but
• 4:36
  I
• 4:36
  do
• 4:36
  think
• 4:36
  that
• 4:37
  there
• 4:37
  could
• 4:37
  be
• 4:38
  some
• 4:39
  things
• 4:39
  that
• 4:39
  they're
• 4:39
  at
• 4:40
  least
• 4:40
  going
• 4:40
  to
• 4:40
  put
• 4:40
  into
• 4:41
  practice
• 4:41
  and
• 4:41
  test
• 4:42
  with
• 4:42
  this
• 4:42
  acquisition.
• 4:44
  The
• 4:44
  other
• 4:44
  you
• 4:45
  put
• 4:45
  about
• 4:45
  the
• 4:45
  Amazon
• 4:45
  thing,
• 4:45
  if
• 4:45
  you
• 4:46
  read
• 4:46
  that,
• 4:46
  if
• 4:46
  you
• 4:46
  read
• 4:46
  the
• 4:46
  articles,
• 4:46
  they
• 4:47
  too,
• 4:47
  they
• 4:47
  said
• 4:47
  that
• 4:47
  the
• 4:47
  Amazon,
• 4:48
  the
• 4:48
  Amazon
• 4:49
  partnership
• 4:49
  did
• 4:49
  nothing
• 4:50
  to
• 4:50
  help
• 4:50
  the
• 4:50
  grubhub
• 4:51
  business,
• 4:51
  which
• 4:52
  is
• 4:52
  fascinating
• 4:52
  too.
• 4:52
  So
• 4:52
  that
• 4:53
  means
• 4:53
  you're
• 4:53
  buying
• 4:53
  a
• 4:53
  diamond.
• 4:54
  My
• 4:54
  last
• 4:54
  word
• 4:55
  on
• 4:55
  this,
• 4:55
  Anne,
• 4:55
  is
• 4:56
  my
• 4:56
  tell
• 4:57
  on
• 4:57
  how
• 4:58
  silly
• 4:58
  this
• 4:58
  idea
• 4:58
  is
• 4:59
  if
• 4:59
  the
• 5:00
  next
• 5:00
  thing
• 5:00
  Lori
• 5:00
  goes
• 5:01
  and
• 5:01
  acquires
• 5:01
  is
• 5:01
  a
• 5:01
  drone
• 5:02
  company,
• 5:02
  because
• 5:03
  drones
• 5:03
  are
• 5:03
  coming
• 5:04
  for
• 5:04
  this
• 5:04
  space
• 5:05
  because
• 5:05
  they
• 5:05
  give
• 5:05
  more
• 5:06
  scale
• 5:06
  to
• 5:06
  last
• 5:07
  mile
• 5:07
  delivery.
• 5:08
  And,
• 5:08
  and
• 5:08
  so
• 5:08
  if
• 5:08
  he
• 5:09
  next
• 5:09
  acquires
• 5:09
  that,
• 5:10
  that
• 5:10
  means
• 5:10
  he's
• 5:10
  all
• 5:11
  in
• 5:11
  on
• 5:11
  like
• 5:12
  this
• 5:12
  super
• 5:12
  app
• 5:12
  thing
• 5:13
  and
• 5:13
  selling
• 5:13
  it
• 5:13
  and
• 5:13
  trying
• 5:13
  to
• 5:14
  get
• 5:14
  out
• 5:14
  with
• 5:14
  a
• 5:14
  big
• 5:14
  exit
• 5:15
  like
• 5:15
  he
• 5:15
  has
• 5:16
  historically
• 5:16
  done
• 5:16
  in
• 5:17
  the
• 5:17
  past.
• 5:17
  That's
• 5:18
  my
• 5:18
  tell.
• 5:18
  So,
• 5:19
  so
• 5:19
  that.
• 5:19
  Look
• 5:19
  how
• 5:20
  thrown
• 5:20
  up
• 5:21
  I,
• 5:21
  I
• 5:21
  just,
• 5:21
  I
• 5:22
  don't,
• 5:22
  I
• 5:22
  don't.
• 5:23
  I
• 5:23
  already
• 5:23
  have
• 5:23
  a
• 5:23
  super
• 5:24
  app
• 5:24
  and
• 5:24
  it's
• 5:24
  called
• 5:24
  DoorDash.
• 5:25
  It
• 5:25
  100
• 5:26
  is.
• 5:26
  I'm
• 5:26
  sorry,
• 5:27
  Mark.