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Company

Delivery Hero

Berlin-based food delivery and quick-commerce group behind Talabat, Glovo, Foodpanda and Baemin, operating across Asia, Europe, MENA and Latin America.

Current stories

investOne report1 publisher

Naver's year of Uber One perks left Uber's Korean user count back at 680,000

Naver let its Naver Plus tie-up with Uber One expire after a year in which Uber's Korean monthly users climbed from 680,000 to 800,000 and slid back. The flat count points to Kakao T's grip on the market, though a split over Baemin gives the partners a second reason to part.

Reality

Evidence55
Adoption8
Hype gap+5
Incentives40
Confidence55
investConfirmed2 publishers

finmid raises €17m to extend its platform lending into Bolt fleet car loans

finmid raised a €17m Series A extension led by Big Pi Ventures to take its platform lending into vehicle finance for Bolt fleet operators. The round tests whether data from the platforms finmid lends through can price multi-year car loans for fleets that conventional lenders struggle to assess.

Reality

Evidence55
Adoption35
Hype gap+25
Incentives70
Confidence60
productConfirmed9 publishers

Uber buys ezCater for $2.3bn to put office catering on company accounts

Uber agreed to pay $2.3bn in cash for ezCater, a workplace catering marketplace with more than $2.5bn in gross bookings over the past year. That price is less than one year of bookings. It buys the large repeat orders that companies place to feed their staff.

Perspective Coverage

10 publishers
Builder
Builder 14%
Operator
Operator 35%
Investor
Investor 51%

Reality

Evidence72
Adoption58
Hype gap+15
Incentives68
Confidence74
leadershipOne report1 publisher

Walmart expands its restaurant-delivery push with 150 Dunkin' counters inside its own stores

The retailer says it will eventually reach most of Dunkin's 10,000 US locations, but the disclosed start is 1.5 percent of that, and no fee or unit cost has been published to support its claim of an unmatched offer.

Reality

Evidence52
Adoption28
Hype gap+38
Incentives72
Confidence55
leadershipOne report1 publisher

Meta scraps Project OT, underscoring how hard AI deployment really is

Sam Altman says AI adoption is slower than he expected. Meta has dropped a plan to cut some teams by up to 60 percent. In both accounts, the scarce resource is people who can map real work onto what agents can actually do.

Publishers:forbes.com

Reality

Evidence31
Adoption37
Hype gap+14
Incentives61
Confidence36