Uber Eats, Door Dash and other 3rd party delivery services may be another signal of changes in consumer behavior.  Founders need to understand the metrics that matters most and show they can manage them.  Paul sees plenty of evidence in the pitch decks he receives that not all founders are keyed into this new reality just yet.

YC Combinator is trimming the number of companies in their latest class.  On its own that represents headwinds for founders.  On top of that Softbank is hurting.  If those hundreds of millions are on the sideline that will create an even more challenging environment to fundraise in.

If you've got a comment or question for the show, you can e-mail us at [email protected].  You can find Paul and Ed  online @paulsingh and @pizzainmotion.