E4 - Cost of Food Delivery Services, Transportation Habits Post-COVID

This is episode four of the Inside Transportation podcast. This podcast was made possible by Ford Motor Company (www.ford.com) and Fenwick (www.fenwick.com). Featuring Jason Calacanis (Angel investor, LAUNCH, Inside.com) and Johan Moreno (Inside.com). Subscribe to Inside Transportation newsletter: inside.com/transportation Subscribe to Inside Electric Vehicles newsletter: inside.com/evs Recorded on May 4, 2020. SHOW NOTES — 3:45: Demand for food delivery is at an all-time high, but with this spike, also comes questions about how much delivery apps, like Uber Eats, DoorDash and GrubHub, are keeping from each sale. Jason goes through GrubHub's statement and Johan explains why consumers need to foot the real cost of delivery. LINK TO VIRAL TWEET: https://twitter.com/susie_c/status/1255971900599046144 20:17: IBM surveyed 17,000 people who gave some insights on how they may change their transportation habits after COVID-19. Johan and Jason discuss the role public transportation options had in potentially spreading COVID-19 and whether the findings of this survey will actually hold true once there is a vaccine. LINK TO CAR AND DRIVER ARTICLE: https://www.caranddriver.com/news/a32343158/pandemic-transportation-future-problems/ 35:47: Some auto dealers say they are running out of pickup trucks. A few auto dealers told Automotive News that promotional APR offers (like 84-months, 0% APR) have led to increased demand for pick-up trucks. One dealer, who operates dealerships in Colorado and Florida, said they only had a 30 day supply of the Chevrolet Silverado. Johan and Jason talk about zombie apocalypse vehicles. LINK TO AUTO NEWS ARTICLE: https://www.autonews.com/sales/new-fear-shortage-pickups 50:30: Layoffs are affecting Uber, Lyft and Lime, as COVID-19 impacts those businesses. Jason gives some insights on layoffs and why companies decide to go through with these mass layoffs to increase runway. LINK TO THE INFORMATION ARTICLE: https://www.theinformation.com/articles/uber-discusses-plan-to-lay-off-about-20-of-employees 59:11: DOPE OR NOPE Jason and Johan discuss the Xpeng P7 sedan. PICTURE OF THE VEHICLE: https://en.xiaopeng.com/p7.html