Index Ventures' Mignot Sees Opportunity in Food Delivery

The transcript discusses the competitive landscape of the food delivery business, highlighting the challenges and opportunities for smaller startups in a market dominated by giants like Amazon. It emphasizes the vast potential of the food takeaway and grocery markets, noting a shift in consumer behavior towards more frequent use of delivery services like Deliveroo. The discussion also touches on investment dynamics, with major investors like T Rowe and Fidelity backing the company, despite SoftBank's withdrawal due to competition and skepticism. The overall tone is optimistic about the growth and future prospects of the delivery market.

What factors contribute to the attractiveness of investing in food delivery companies?

What challenges do food delivery companies face from competitors like Uber?