Latest / Omni Talk Retail / Fast Five Shorts | Doordash And Lyft Up The Ante

Transcript

Fast Five Shorts | Doordash And Lyft Up The Ante · Omni Talk Retail

• 0:00
  DoorDash
• 0:00
  and
• 0:01
  Lyft
• 0:01
  are
• 0:01
  partnering
• 0:02
  up
• 0:02
  specifically,
• 0:03
  and
• 0:03
  According
• 0:04
  to
• 0:04
  a
• 0:04
  DoorDash
• 0:04
  press
• 0:05
  release,
• 0:06
  Dash
• 0:07
  Pass
• 0:07
  members
• 0:07
  will
• 0:08
  unlock
• 0:08
  monthly
• 0:09
  rideshare
• 0:09
  benefits
• 0:10
  at
• 0:10
  no
• 0:10
  additional
• 0:11
  cost,
• 0:11
  and
• 0:11
  eligible
• 0:12
  Lyft
• 0:12
  riders
• 0:13
  will
• 0:13
  receive
• 0:13
  a
• 0:14
  free
• 0:14
  trial
• 0:14
  of
• 0:15
  dash
• 0:15
  Pass
• 0:16
  starting
• 0:16
  Oct.
• 0:17
  30.
• 0:18
  DashPass
• 0:18
  members
• 0:19
  and
• 0:19
  Lyft
• 0:19
  riders
• 0:20
  receive
• 0:20
  exclusive
• 0:21
  monthly
• 0:21
  benefits
• 0:22
  to
• 0:22
  save
• 0:22
  on
• 0:22
  both
• 0:22
  services,
• 0:23
  including
• 0:24
  and
• 0:25
  get
• 0:25
  ready
• 0:26
  5%
• 0:26
  off
• 0:26
  on
• 0:27
  demand
• 0:27
  lift
• 0:27
  rides
• 0:28
  and
• 0:28
  10%
• 0:28
  off
• 0:29
  scheduled
• 0:29
  airport
• 0:30
  rides,
• 0:30
  up
• 0:30
  to
• 0:30
  four
• 0:31
  per
• 0:31
  month
• 0:31
  combined,
• 0:32
  two
• 0:33
  free
• 0:33
  priority
• 0:34
  pickup
• 0:34
  upgrades
• 0:35
  per
• 0:35
  month,
• 0:36
  a
• 0:36
  three
• 0:37
  month
• 0:37
  free
• 0:37
  dash
• 0:38
  Pass
• 0:38
  trial
• 0:39
  for
• 0:39
  new
• 0:39
  members
• 0:40
  and
• 0:40
  also
• 0:41
  just
• 0:41
  in
• 0:41
  time
• 0:41
  for
• 0:41
  the
• 0:41
  holiday
• 0:42
  season,
• 0:42
  Dash
• 0:43
  Pass
• 0:43
  members
• 0:43
  and
• 0:44
  lift
• 0:44
  riders
• 0:44
  who
• 0:44
  link
• 0:44
  their
• 0:45
  accounts
• 0:45
  by
• 0:45
  December
• 0:46
  31st
• 0:46
  will
• 0:47
  receive
• 0:47
  an
• 0:47
  upgraded
• 0:48
  perk
• 0:48
  of
• 0:49
  50%
• 0:49
  off
• 0:49
  up
• 0:50
  to
• 0:50
  four
• 0:50
  scheduled
• 0:51
  airport
• 0:51
  rides
• 0:52
  through
• 0:52
  the
• 0:52
  end
• 0:52
  of
• 0:53
  the
• 0:53
  year,
• 0:54
  as
• 0:54
  well
• 0:54
  as
• 0:54
  50%
• 0:55
  off
• 0:55
  one
• 0:56
  DoorDash
• 0:56
  order.
• 0:57
  Ann
• 0:58
  Yes.
• 0:59
  I
• 0:59
  joked
• 1:00
  earlier
• 1:00
  about
• 1:00
  how
• 1:00
  you
• 1:01
  signed
• 1:01
  us
• 1:01
  both
• 1:01
  up
• 1:02
  for
• 1:02
  Walmart
• 1:02
  Plus.
• 1:03
  So
• 1:03
  upon
• 1:03
  hearing
• 1:03
  the
• 1:04
  news
• 1:04
  about
• 1:04
  DoorDash
• 1:05
  and
• 1:05
  this
• 1:05
  new
• 1:05
  partnership,
• 1:06
  how
• 1:07
  long
• 1:07
  did
• 1:07
  it
• 1:07
  take
• 1:07
  you
• 1:08
  to
• 1:08
  link
• 1:09
  your
• 1:09
  DoorDash
• 1:10
  and
• 1:10
  Lyft
• 1:10
  accounts?
• 1:11
  Seconds.
• 1:12
  I
• 1:12
  mean
• 1:13
  seconds.
• 1:13
  I've
• 1:14
  already
• 1:14
  used
• 1:14
  the
• 1:14
  benefits,
• 1:15
  like
• 1:15
  I've
• 1:15
  already
• 1:16
  used
• 1:16
  my
• 1:16
  50
• 1:17
  DoorDash
• 1:18
  order.
• 1:18
  I've
• 1:19
  already
• 1:19
  done
• 1:19
  that
• 1:19
  yet.
• 1:20
  Yeah,
• 1:20
  I
• 1:21
  already
• 1:21
  went
• 1:21
  in
• 1:22
  and
• 1:22
  we
• 1:23
  got
• 1:23
  a
• 1:24
  discount
• 1:24
  on
• 1:24
  our
• 1:25
  last
• 1:25
  Lyft
• 1:25
  ride
• 1:26
  from
• 1:26
  this
• 1:26
  weekend.
• 1:27
  I
• 1:27
  mean
• 1:27
  it
• 1:27
  was,
• 1:28
  it's
• 1:28
  amazing
• 1:29
  and
• 1:29
  I
• 1:29
  think
• 1:29
  it's
• 1:29
  such
• 1:30
  a
• 1:30
  smart
• 1:30
  partnership,
• 1:31
  especially
• 1:32
  when
• 1:32
  you're
• 1:32
  kicking
• 1:33
  this
• 1:33
  off
• 1:33
  like,
• 1:33
  like
• 1:34
  you
• 1:34
  mentioned
• 1:34
  in
• 1:34
  the
• 1:35
  read,
• 1:35
  like
• 1:36
  50%
• 1:36
  off
• 1:36
  airport
• 1:37
  rides
• 1:38
  right
• 1:38
  now,
• 1:39
  like
• 1:39
  when
• 1:40
  right
• 1:40
  in
• 1:40
  the
• 1:40
  peak
• 1:41
  travel
• 1:41
  season
• 1:42
  and
• 1:42
  then
• 1:42
  50%
• 1:43
  off
• 1:43
  a
• 1:43
  DoorDash
• 1:44
  order,
• 1:44
  like
• 1:44
  that's
• 1:44
  enough
• 1:45
  right
• 1:45
  there
• 1:45
  to
• 1:45
  kind
• 1:45
  of
• 1:46
  make
• 1:46
  this
• 1:46
  at
• 1:46
  least
• 1:47
  your
• 1:47
  first
• 1:47
  few
• 1:47
  months
• 1:47
  of
• 1:48
  DoorDash.
• 1:48
  Totally,
• 1:49
  totally
• 1:50
  worth
• 1:51
  the
• 1:51
  investment.
• 1:52
  100%.
• 1:53
  And
• 1:53
  I
• 1:53
  think
• 1:53
  the
• 1:54
  other
• 1:54
  thing
• 1:54
  too
• 1:54
  is
• 1:55
  that
• 1:55
  if
• 1:55
  I
• 1:55
  look
• 1:56
  at
• 1:56
  Gen
• 1:56
  Z
• 1:57
  and
• 1:57
  Millennials
• 1:57
  and
• 1:58
  where
• 1:58
  they're
• 1:58
  prioritizing
• 1:59
  spending
• 1:59
  money
• 2:00
  right
• 2:00
  now,
• 2:01
  travel
• 2:01
  is
• 2:01
  a
• 2:01
  big
• 2:02
  one
• 2:02
  and
• 2:02
  food
• 2:02
  delivery
• 2:03
  like
• 2:03
  you
• 2:03
  look
• 2:03
  at
• 2:03
  DoorDash
• 2:04
  and
• 2:04
  who
• 2:04
  their,
• 2:05
  their
• 2:05
  subscribers
• 2:06
  are,
• 2:06
  like
• 2:06
  these
• 2:06
  are,
• 2:07
  these
• 2:07
  are
• 2:08
  great,
• 2:08
  great
• 2:09
  companies
• 2:10
  to
• 2:10
  be
• 2:10
  merging
• 2:11
  because
• 2:11
  everyone
• 2:12
  wins.
• 2:12
  Like
• 2:12
  Lyft
• 2:13
  and
• 2:13
  DoorDash
• 2:13
  both
• 2:14
  get
• 2:14
  valuable
• 2:14
  customer
• 2:15
  data
• 2:15
  that
• 2:15
  they
• 2:15
  can
• 2:15
  share.
• 2:16
  Customers
• 2:16
  are
• 2:16
  getting
• 2:17
  discounts
• 2:17
  on
• 2:17
  the
• 2:17
  things
• 2:17
  that
• 2:17
  they're
• 2:18
  already
• 2:18
  seeing
• 2:19
  significantly
• 2:19
  spending
• 2:20
  money
• 2:20
  on
• 2:20
  each
• 2:21
  week.
• 2:21
  And
• 2:21
  I
• 2:22
  think
• 2:22
  that
• 2:22
  down
• 2:22
  the
• 2:22
  road
• 2:23
  too.
• 2:23
  Chris,
• 2:23
  I'm
• 2:23
  curious
• 2:24
  to
• 2:24
  hear
• 2:24
  your
• 2:24
  thoughts
• 2:24
  on
• 2:24
  this,
• 2:25
  but
• 2:25
  I
• 2:25
  wonder
• 2:25
  if
• 2:26
  there's
• 2:26
  not
• 2:26
  like
• 2:26
  tech
• 2:26
  implications
• 2:27
  that
• 2:27
  can
• 2:28
  help
• 2:28
  here
• 2:28
  Once
• 2:28
  Lyft
• 2:29
  and
• 2:29
  DoorDash
• 2:29
  start
• 2:30
  integrating
• 2:30
  their
• 2:30
  systems,
• 2:31
  like
• 2:31
  can
• 2:31
  you
• 2:32
  start
• 2:32
  routing
• 2:32
  using
• 2:33
  routing
• 2:34
  platforms
• 2:34
  for
• 2:35
  DoorDash
• 2:35
  can
• 2:36
  you
• 2:36
  have
• 2:37
  dashers
• 2:37
  that
• 2:37
  are.
• 2:39
  Both
• 2:39
  pick
• 2:39
  up,
• 2:40
  both
• 2:40
  people
• 2:41
  pick
• 2:41
  up,
• 2:41
  just
• 2:41
  like
• 2:41
  Uber
• 2:42
  Eats
• 2:42
  is
• 2:42
  doing.
• 2:43
  I
• 2:43
  think
• 2:44
  really
• 2:44
  this
• 2:44
  comes
• 2:44
  down
• 2:44
  to
• 2:46
  the
• 2:46
  whole,
• 2:46
  is
• 2:46
  the
• 2:46
  greater
• 2:47
  than
• 2:47
  the
• 2:47
  sum
• 2:47
  of
• 2:47
  its
• 2:47
  parts.
• 2:48
  Like,
• 2:48
  collaboration
• 2:49
  here
• 2:49
  is
• 2:50
  going
• 2:50
  to
• 2:50
  be
• 2:50
  the
• 2:51
  responsibility
• 2:52
  now
• 2:52
  of
• 2:53
  every
• 2:53
  service
• 2:53
  provider
• 2:54
  out
• 2:54
  there.
• 2:54
  You're
• 2:54
  going
• 2:54
  to
• 2:55
  have
• 2:55
  to
• 2:55
  find
• 2:55
  those
• 2:56
  angles
• 2:56
  of
• 2:56
  where
• 2:57
  you
• 2:57
  can
• 2:57
  provide
• 2:57
  consumers
• 2:58
  with
• 2:58
  the
• 2:58
  best
• 2:58
  experience
• 2:59
  by
• 2:59
  finding
• 2:59
  the
• 2:59
  partners
• 3:00
  that,
• 3:00
  that
• 3:00
  most
• 3:01
  closely
• 3:01
  align
• 3:01
  with
• 3:01
  you.
• 3:02
  Yeah,
• 3:03
  right.
• 3:03
  Yeah.
• 3:03
  I
• 3:03
  mean,
• 3:04
  I
• 3:04
  mean,
• 3:05
  my.
• 3:05
  The
• 3:06
  funny
• 3:06
  thing
• 3:06
  about
• 3:06
  this
• 3:06
  story
• 3:06
  to
• 3:07
  me
• 3:07
  is
• 3:07
  I
• 3:07
  actually
• 3:07
  signed
• 3:08
  up
• 3:08
  for
• 3:08
  this
• 3:08
  one
• 3:08
  before
• 3:09
  you
• 3:09
  did.
• 3:09
  I
• 3:09
  actually
• 3:10
  saw
• 3:10
  this
• 3:10
  and
• 3:10
  I
• 3:10
  texted
• 3:11
  you
• 3:11
  and
• 3:12
  it
• 3:12
  was
• 3:13
  so
• 3:13
  easy.
• 3:14
  Like,
• 3:14
  that's
• 3:14
  what
• 3:14
  I
• 3:14
  couldn't
• 3:15
  believe.
• 3:15
  Like,
• 3:15
  there's
• 3:16
  just
• 3:16
  a.
• 3:16
  There's
• 3:16
  just
• 3:16
  a,
• 3:16
  like
• 3:17
  a,
• 3:17
  an
• 3:17
  advertisement
• 3:18
  on
• 3:18
  top
• 3:18
  of
• 3:18
  my
• 3:18
  DoorDash
• 3:19
  app
• 3:19
  says,
• 3:19
  link
• 3:19
  your
• 3:20
  Lyft
• 3:20
  account.
• 3:20
  I
• 3:20
  was
• 3:20
  like,
• 3:20
  sure,
• 3:21
  why
• 3:21
  not?
• 3:21
  But,
• 3:22
  but
• 3:22
  yeah,
• 3:22
  and
• 3:23
  I
• 3:23
  mean,
• 3:23
  I
• 3:23
  agree
• 3:23
  with
• 3:23
  everything
• 3:24
  you
• 3:24
  said.
• 3:24
  The
• 3:24
  implications
• 3:25
  for
• 3:25
  me
• 3:25
  are.
• 3:25
  I
• 3:25
  think
• 3:26
  the
• 3:26
  two
• 3:26
  angles
• 3:26
  I
• 3:26
  would
• 3:27
  bring
• 3:27
  to
• 3:27
  the
• 3:27
  discussion
• 3:28
  are,
• 3:28
  on
• 3:29
  the
• 3:29
  one
• 3:29
  hand,
• 3:29
  you
• 3:29
  have
• 3:30
  here
• 3:30
  DoorDash
• 3:30
  and
• 3:31
  Lyft
• 3:31
  linking
• 3:31
  up,
• 3:32
  which
• 3:32
  is
• 3:33
  for
• 3:33
  those
• 3:33
  that
• 3:33
  remember,
• 3:34
  not
• 3:34
  that
• 3:34
  dissimilar
• 3:35
  to
• 3:35
  When
• 3:35
  Instacart
• 3:36
  and
• 3:36
  UberEats
• 3:37
  started
• 3:37
  locking
• 3:37
  arms,
• 3:37
  you
• 3:38
  know,
• 3:38
  a
• 3:38
  while
• 3:38
  back.
• 3:39
  But
• 3:39
  the
• 3:40
  point
• 3:40
  I
• 3:40
  think
• 3:40
  you're
• 3:41
  making
• 3:41
  here
• 3:41
  is
• 3:42
  the
• 3:42
  discounts
• 3:42
  and
• 3:42
  the
• 3:43
  promotions
• 3:43
  of
• 3:43
  this
• 3:44
  hookup
• 3:44
  combined
• 3:44
  with
• 3:45
  the
• 3:45
  other
• 3:45
  advantages
• 3:46
  of
• 3:46
  the
• 3:46
  Dash
• 3:47
  Pass
• 3:47
  relative
• 3:48
  to
• 3:48
  Instacart,
• 3:49
  like
• 3:49
  particularly
• 3:49
  the
• 3:50
  max
• 3:50
  streaming
• 3:50
  service,
• 3:51
  the
• 3:51
  return
• 3:52
  options,
• 3:53
  that
• 3:53
  makes
• 3:53
  this
• 3:54
  whole
• 3:54
  thing
• 3:54
  so
• 3:54
  much
• 3:55
  more
• 3:55
  appealing
• 3:55
  to
• 3:55
  me
• 3:56
  than
• 3:56
  the
• 3:56
  Instacart
• 3:56
  and
• 3:57
  Uber
• 3:57
  Eats
• 3:58
  partnership.
• 3:59
  On
• 3:59
  paper.
• 3:59
  Yeah.
• 4:00
  And
• 4:00
  on
• 4:00
  the
• 4:01
  other
• 4:01
  hand.
• 4:02
  Yeah.
• 4:02
  And
• 4:02
  then
• 4:02
  on
• 4:02
  the
• 4:02
  other
• 4:02
  hand,
• 4:03
  the
• 4:03
  other
• 4:03
  thing
• 4:03
  it
• 4:03
  gets
• 4:03
  me
• 4:04
  thinking
• 4:04
  about
• 4:04
  is
• 4:05
  who
• 4:05
  has
• 4:05
  really
• 4:06
  set
• 4:06
  themselves
• 4:06
  apart
• 4:07
  this
• 4:07
  year
• 4:07
  in
• 4:07
  the
• 4:08
  subscription
• 4:08
  landscape.
• 4:09
  And
• 4:09
  like,
• 4:09
  if
• 4:09
  we
• 4:09
  just
• 4:09
  step
• 4:10
  back
• 4:10
  and
• 4:11
  we
• 4:11
  just
• 4:11
  say,
• 4:11
  who
• 4:12
  has
• 4:12
  won
• 4:12
  the
• 4:12
  subscription
• 4:13
  battle
• 4:13
  this
• 4:14
  year?
• 4:14
  The
• 4:15
  answer
• 4:15
  is
• 4:15
  clear
• 4:15
  to
• 4:15
  me
• 4:16
  that
• 4:16
  Walmart
• 4:17
  and
• 4:17
  DoorDash
• 4:18
  have.
• 4:18
  Wait,
• 4:18
  wait.
• 4:19
  Right,
• 4:19
  Good,
• 4:20
  good
• 4:20
  one,
• 4:20
  good
• 4:21
  one,
• 4:21
  good
• 4:21
  one.
• 4:21
  But
• 4:22
  maybe,
• 4:22
  I
• 4:22
  mean,
• 4:22
  they,
• 4:22
  they're
• 4:23
  actually
• 4:23
  doing
• 4:23
  something
• 4:23
  unique.
• 4:24
  Right.
• 4:24
  Which
• 4:24
  is
• 4:24
  interesting.
• 4:25
  So,
• 4:25
  like,
• 4:25
  that's
• 4:25
  my
• 4:26
  point
• 4:26
  here
• 4:26
  is
• 4:26
  like,
• 4:27
  I
• 4:27
  think
• 4:27
  Walmart
• 4:27
  and
• 4:28
  DoorDash
• 4:28
  have
• 4:28
  gone
• 4:28
  leaps
• 4:29
  and
• 4:29
  bounds
• 4:30
  beyond
• 4:30
  what
• 4:30
  people
• 4:31
  expected.
• 4:32
  And.
• 4:32
  But
• 4:33
  you
• 4:33
  know,
• 4:33
  who
• 4:33
  is
• 4:33
  left
• 4:34
  kind
• 4:34
  of
• 4:34
  holding
• 4:35
  the
• 4:35
  bag
• 4:35
  here
• 4:36
  proverbially
• 4:37
  is
• 4:37
  Amazon
• 4:38
  Prime.
• 4:38
  Like,
• 4:39
  Amazon
• 4:39
  prime
• 4:39
  is
• 4:40
  essentially
• 4:40
  getting
• 4:40
  its
• 4:41
  butt
• 4:41
  kicked
• 4:41
  in
• 4:41
  2023
• 4:42
  and
• 4:42
  2024
• 4:43
  when
• 4:43
  they,
• 4:43
  when
• 4:43
  you
• 4:43
  look
• 4:44
  at
• 4:44
  how
• 4:44
  it's
• 4:44
  evolved
• 4:45
  from
• 4:45
  a
• 4:45
  service
• 4:46
  or
• 4:46
  the
• 4:46
  benefits
• 4:47
  it's
• 4:47
  providing
• 4:47
  to
• 4:48
  its
• 4:48
  members.
• 4:48
  And
• 4:49
  I
• 4:49
  hate
• 4:49
  to
• 4:49
  say
• 4:49
  that
• 4:49
  because
• 4:49
  we
• 4:50
  used
• 4:50
  to
• 4:50
  work
• 4:50
  with
• 4:50
  the
• 4:50
  VP
• 4:51
  of
• 4:51
  Amazon
• 4:51
  Prime,
• 4:51
  Jamil
• 4:52
  Ghani.
• 4:53
  But
• 4:53
  really
• 4:53
  what
• 4:53
  is,
• 4:53
  what
• 4:54
  has
• 4:54
  prime
• 4:54
  done
• 4:55
  to
• 4:55
  differentiate
• 4:55
  itself
• 4:55
  from
• 4:56
  the
• 4:56
  pack
• 4:56
  in
• 4:56
  the
• 4:56
  last
• 4:56
  year?
• 4:57
  It
• 4:57
  feels
• 4:57
  like
• 4:58
  nothing.
• 4:58
  It
• 4:58
  feels
• 4:58
  like
• 4:58
  the
• 4:58
  competition
• 4:59
  is
• 4:59
  caught
• 4:59
  up
• 5:00
  and
• 5:00
  that
• 5:00
  everyone
• 5:01
  else
• 5:01
  is
• 5:01
  providing
• 5:02
  more
• 5:02
  value
• 5:02
  now.
• 5:02
  So
• 5:03
  I
• 5:03
  hope
• 5:03
  this
• 5:03
  serves
• 5:04
  as
• 5:04
  a
• 5:04
  wake
• 5:04
  up
• 5:04
  call
• 5:05
  to
• 5:05
  prime
• 5:06
  leadership,
• 5:06
  honestly,
• 5:07
  because
• 5:07
  I
• 5:07
  think
• 5:07
  it's
• 5:07
  time
• 5:08
  prime
• 5:08
  leadership
• 5:08
  gets
• 5:08
  more
• 5:09
  creative.
• 5:10
  Yeah,
• 5:10
  well,
• 5:11
  especially
• 5:11
  when
• 5:11
  the
• 5:11
  price
• 5:11
  is
• 5:12
  going
• 5:12
  up
• 5:12
  for
• 5:12
  prime
• 5:12
  too.
• 5:13
  Like,
• 5:13
  I
• 5:13
  think
• 5:13
  that's
• 5:13
  the
• 5:14
  other
• 5:14
  thing.
• 5:15
  Prime's
• 5:15
  also
• 5:15
  more
• 5:16
  expensive
• 5:16
  now.
• 5:17
  Yeah,
• 5:17
  you
• 5:17
  can
• 5:18
  all
• 5:18
  these
• 5:18
  options.
• 5:19
  Yeah,
• 5:20
  yeah,
• 5:20
  for
• 5:20
  sure.
• 5:21
  Yeah.
• 5:22
  I
• 5:22
  love
• 5:22
  that
• 5:22
  you
• 5:23
  brought
• 5:23
  that
• 5:23
  up
• 5:23
  because
• 5:23
  I
• 5:23
  do
• 5:23
  think
• 5:24
  it's
• 5:24
  really
• 5:24
  important
• 5:24
  for
• 5:25
  people
• 5:25
  to
• 5:25
  be
• 5:25
  thinking
• 5:25
  about
• 5:26
  like,
• 5:26
  where's
• 5:26
  the
• 5:27
  traffic
• 5:27
  going?
• 5:27
  Where
• 5:27
  are
• 5:28
  people
• 5:28
  headed?
• 5:28
  Where's
• 5:29
  this
• 5:29
  next
• 5:29
  generation
• 5:30
  going
• 5:30
  to
• 5:30
  prioritize
• 5:31
  that
• 5:32
  monthly
• 5:32
  subscription?
• 5:33
  And
• 5:34
  it
• 5:34
  certainly
• 5:34
  seems
• 5:35
  like
• 5:35
  Walmart
• 5:36
  and
• 5:36
  DoorDash
• 5:36
  are
• 5:36
  making
• 5:37
  much
• 5:37
  more
• 5:37
  compelling
• 5:38
  offers.