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Glovo

private
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Glovo is a privately held company tracked for investment-relevant business and technology developments.

sentiment mix
bull 0%bear 100%neu 0%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
Cabiedes attacks public funding of Glovo against 350M euros of penalties▾

Public money flowed to Glovo despite labour violations that drew EUR 350M in social security fines — a case of misallocation where the state funds a project and then penalises it, distorting the market and crowding out private capital.

luis martin cabiedesT2SeedRocket TV2025-12-10
confidence 78 / 100impact High
key themes
  • Venture Capital100%
  • AI Economics & Business Models50%
  • Marketplace Business Models50%
  • Private Markets50%
  • Government Technology50%

bull thesis · 0

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  • — none —

bear thesis · 2

91 / 100
  • •Cabiedes attacks public funding of Glovo against 350M euros of penalties
  • •Glovo serves as cautionary tale: 30% take rate yields same gross profit per service as Webel's 10% due to disintermediation

mentions · 2

SeedRocket TVLuis Martín Cabiedes: 30 años de inversión sin filtros1 mentions · 0▲ 1▼ 0○ · 10 months ago
0:0018:0037:0056:001:15:00
SeedRocket TV20 MILLION Cleaning Houses | The WEBEL Story | Nacho Tejero1 mentions · 0▲ 1▼ 0○ · last year
0:003:007:0011:0015:00