Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race

ℹ️ EPISODE INFO

Released

March 12, 2025

Duration

1h 12m

Channel

The Twenty Minute VC

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Niklas Östberg is the Founder and CEO of Delivery Hero, a global juggernaut now present in over 70 countries across four continents. In Q4 2024, the company announced GMV of $49BN with $12.8BN in revenue and $750M in EBITDA. They have made an astonishing 35+ acquisitions including $2BN for Glovo. Before launching Delivery Hero, Niklas co-founded Pizza.nu, leading its expansion across Sweden, Poland, Finland, and Austria. ---------------------------------------------- In Today’s Episode We Discuss: How Skiing Prepared Me For Life As An Entrepreneur Losing $200M on Gorillas Investment Quick Commerce: Does the Business Model Work? How to Master M&A: Lessons from 35 Acquisitions Evaluating Acquisitions: The Glovo Example Cohort Analysis: Lessons from $49BN in GMV Growth Strategies: What Worked? What Did Not Work? Competing Against Uber and Doordash Is Cash a Weapon in the War for Food Delivery Why Are Emerging Markets a Good Investment? Why Are European Markets Broken? Are Regulators Killing Europe? ---------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on Twitter: / harrystebbings Follow Niklas Östberg Anil on Twitter: / niklasoestberg Follow 20VC on Instagram: / 20vchq Follow 20VC on TikTok: / 20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- #20vc #harrystebbings #NiklasÖstberg #DeliveryHero #CEO #Founder #venturecapital #banking #onlinebanking #uber #doordash

🎤 SPEAKERS

• Niklas Östberg

  guest

• Harry Stebbings

  host

🧾 EPISODE SUMMARY

In this episode of The Twenty Minute VC, featuring Niklas Östberg and Harry Stebbings, Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race explores delivery Hero’s Niklas Östberg on Greed, Resilience, and Sustainable Scale Niklas Östberg, CEO and co‑founder of Delivery Hero, reflects on building a global food and quick‑commerce giant, the dangers of overconfidence, and how capital market cycles reshaped his thinking on risk and valuation.

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