Good evening. Brazil is going through a worrisome outbreak. A serious epidemic that no one knows when or where it will stop.
A live video outbreak. If you don't know what a "live" is, you're probably in the risk group. "Live" is a live video streaming that you can do on your phone.
Artists are making good use of this tool to perform, as they can't leave their houses. Yeah, every artist today is "João Gilberto". Not because of the talent, because of the seclusion.
But João Gilberto would never do a live. Maybe he'd do it, just wouldn't appear on it. There's a live for every taste.
But Brazilian country music is breaking visualization records. And it makes sense, because if there's a music genre that understands what we're going through, is the music of suffering. Every Brazilian, today, is alone, crying, drinking and missing their ex.
. . Ex-President, if we're being honest.
Country music lives are showing us that the alcohol consumption during the quarantine has reached worrisome levels. That I. .
. Oops. Look at the ghost.
This one is ripping the sheets out of the ghost. -I'll drink just a bit more. -You're drinking a lot.
. . You're way over.
. . Someone should send us.
. . Oops.
. . I seems like it's windy here.
-We should do. . .
-It's windy, huh? A big kiss to your families! May God bless you all and be always by your side!
Thank you a lot, guys! Thank you for everything. We're together in this.
-If God allows it. . .
-Did you know that I. . .
That I love you? Thank you. "Thank you".
That's the worst answer for the phrase "I love you". It's like "we'll keep in touch", it means "don't call me anymore". "For God's sake, Bruno.
" I don't know if you saw Marrone's face, the one who's sitting, he's clearly asking for help. He suffers from Goiania's syndrome, which is when you're trapped within an abusive country music duo. It happens a lot.
Every country music duo has one person that's trapped. If you look deep inside their eyes, you'll see they're asking for help. I think Bruno slept on the town square after this live.
Thinking about him, about Marrone. Gustavo Lima, on the other hand, drank to forget that he helped elect Bolsonaro. He drank cachaça like it was chloroquine.
He drank so much that he must have forgotten the lyrics to his biggest hit. What was that again? "Tche tche.
. . tchu tchu.
. . Tchu ru tchu ru.
. . Gustavo Lima gives.
. . " No?
Okay. Meanwhile, Marília Mendonça, queen of femme country music, called for all cuckolds of Brazil and has beaten the world record for the most watched live, with more than 3 million people watching simultaneously. It proved that being a cuckold is the most common profession in the country.
Impressive. People can be a cuckold even with everyone locked in their houses. Web cuckold must be a thing.
Being a cuckold is a state of mind, really. During Marília's live, my favorite part was the sign language interpreter. It's half sign language, half Tai Chi Chuan, huh?
I imagine she thought: "I don't really understand what Marilia is singing, but, when in doubt, I'll do the horn sign. " I love it. The cuckold horn is automatic.
During the live the most used sign was the horn. I loved it. She's amazing.
Marília's live had so many visualizations that people said they were watching from inside jail, Recanto do Sol correctional facility in Anápolis, Goiás. Next day the cellphone of this inmate was apprehended, which proves that the facility's board was watching Marília's live as well. And now, as Marília beautifully sang, "no one will suffer alone, everyone will suffer.
" Jorge e Matheus' live lasted for 4 hours, and as a good country music concert, there was merch everywhere. Who's that? Rappi?
Is it Rappi? I'll get the door. Let me see if it's the ice delivery.
-I'll be right back. -Go on. Rappi is always saving our asses.
Besides being a great partner, they're saving everyone in their homes during this difficult time. Rappi is the new chloroquine? They're saving everyone at their homes.
But we understood what he meant. The app delivers to your house: food, medicine, toilet paper and ice for live videos! But I mean, why would you need ice when there's only two people home?
The refrigerator is filled with beer. A photo of their live video showed that there was at least 18 people backstage, including a waiter wearing a mask. But we can't judge.
Maybe they're quarantined with the waiter. In Country music maybe a waiter is an essential worker. You need to vent with someone in a bar.
But it's amazing that there are delivery apps nowadays. Today we'll talk about it. The home delivery.
We'll talk about these apps that allows us to do our grocery run without leaving our homes. Without opening our front doors with our heads, pushing the elevator buttons with our elbows, opening the car doors with our butts. .
. And that's a stupid idea, because if you're using your body to open things, when you get home, instead of just washing your hands, you need to wash yourself with disinfectant. So choose a single finger to push everything.
When you get home, you just have to cut it out. Or, even better, just don't leave your home and pay everything through the app. We don't even know how to thank you, Rappi.
I mean, we do. Everyone in this show uses delivery apps like crazy, and I imagine that you use it too. Ever since the quarantine began, Rappi registered a 30% increase in the requests.
Or, as the saying goes, while someone cries, another sells live. The demand is so high that last week, Fernando Vilela, the company's marketing director, did a webinar through INSPER called "How to grow and innovate during the COVID-19 outbreak". I find it weird, because the only one who could teach that would be the virus itself.
Because that's the only thing growing and innovating. Picture a virus conference: "We started small, in Wuhan. It was just a simple flu.
But we went viral when we got to Millan. We came like no one else in New York. And today we're the new whooping cough.
" Fernando is the Head of Growth of Rappi on LinkedIn. That's a new bougie way of calling the old CMOs. He uses an example of a previous epidemic, SARS, when the Chinese delivery company Alibaba had an enormous growth, to show how a tragedy may be good for a convenience company.
And all that using a ton of English lingo. "I started to look at the growth and marketing. .
. Today I look at the growth, marketing, strategy and performance. " "An interesting fact, Alibaba, after the SARS outbreak in China, change its baseline.
That's when China had an enormous growth on e-commerce. People were afraid to go to stores. There was a structural change in China 5 years ago that will happen everywhere in the world now.
" Yeah, this pandemic may allow for Rappi to change its baseline. What will be amazing for the company's growth. A zombie apocalypse may be a bummer, but the shotgun manufacturers will change their baselines.
The Global Warming may seem like a tragedy, but the ocean will change its baseline. There will be growth in the sea level. But the companies didn't need a pandemic to grow rapidly.
A few years ago apps like Rappi, Ifood, Loggi and Ubereats were created and they are already responsible for a market that deals with 17 billion reais per year in Brazil. The founders and CEOs of Ifood explain to us the secret for success: the company's culture. When a company talks about "culture", they aren't saying they take the CEOs to listen to classical music.
They are talking about things like this. So people can better understand the culture of the company, they came up with a sentence in English, and for every letter in the phrase there's is a concept. Concept in English, please.
Like those anagrams people wrote to you on your birthday, y'know? In my case, "G" stands for good guy. "R" for radiant.
On the "E" people got a bit stuck. . .
Then we needed to find another adjective for "G". . .
"Good guy again". They never put "Good looking as hell", as I hoped for. I was Bruno and my friends were Marrone, basically.
But coming back to Ifood. . .
They paid a big buck for some marketing guy to do this anagram for them. In the Ifood case, the "A" stands for "all together". In their website there's a video where the employees give examples of the day when the values of the company "I'm a lover" became clear.
In the "all together" case, one of the employees remember this curious case. I really identify with "all together". "All together" culture.
"All together", no doubt about it. There was an event when there was a strike looming about. The whole team mobilized itself.
From the communications team, legal team, finances, technology. . .
We managed to solve this issue in mere hours. The solution was amongst everyone. That was amazing.
It's curious, because there's nothing more "all together" than a strike. But those who were going on strike probably weren't included on the "all together". Why?
Because it was an area that doesn't appear in any of the videos about the company's "culture". I mean, they do. But they appear as a lifeless doll, out of focus.
I don't know if you noticed it the mannequin out of focus. It's the delivery driver. Yeah, if some people are able to stay home during this epidemic, the delivery apps must count on with an army of other people that need to get out of the house and stay the day out, in and out of stores and grocery stores, pharmacies and people's houses.
These people are on the streets with their bikes, motorbikes and cars doing these deliveries. And there are a lot of people doing that. For the 17 million users, Brazil has over 4 million delivery drivers registered in the main apps.
People that, according to Rappi, are kinda like this. Their model delivery driver is a redhead hipster, and he goes to his client's house to play FIFA. And he works with an iPhone, a cellphone that costs as much as a motorbike.
But is that the reality of a delivery driver? Does a delivery driver really have the money to buy an iPhone? To find that out, we need to know how much they earn.
But the companies don't disclose how much they pay the delivery drivers. The client doesn't know how much of the fee goes to the driver, and the driver doesn't know how much the client payed. The company holds all this information.
Everything you know is what some news reports say, indicating that apps holds up to 30% of the whole price payed. That plus a significant part of the delivery fee. Yeah, the one you think you pay the delivery driver, part of that stays with the app.
That's what Uber Eats does, for instance. Other reports says the minimum price is between 3,95 and 5 reais. According to a research, drivers that use bikes and work more than 12 hours a day, earn 995 per month.
That's less than minimum wage. The same way you register as a client, those who want to be a deliver driver, just download the app, send their documents. .
. The company will either approve or don't approve, and you're ready to go. The app doesn't provide you with transportation or protective gear.
The app doesn't even provide you with the card machine for payments. Many of the companies doesn't even give you that square bag, you need to buy it. In Rappi's case, if you do 40 trips, the company gives you the money you spent back.
And you also have to buy that jacket they use. It's kinda like if you worked in the field, you needed to buy your own hoe. Not a hoe, a shovel.
Once you're registered, you begin to be called to deliver things. In Rappi's case, that presents itself like a super app, who must be "super" is the delivery driver. They maybe called to withdraw money, to do a grocery run, to take or deliver a parcel, food, flowers.
. . Or just to be ridiculed by an idle youtuber.
-Hello? -Caroline? Good afternoon, I'm from Rappi.
How are you? -I'm fine, what about you? -I'm good, thank God.
-You asked for a specification and. . .
-What have I asked? -I asked for so many things. .
. -Let me see. I only have a "chicken" here.
-Yeah, I need a chicken. -A chicken? I only have "chicken" in here.
You need anything else? Ketchup? No, but I need it to be alive.
-Alive? -Yeah. How am I supposed to find a live chicken?
It's just that I'm from the countryside, I can't wake up with an alarm. I just wake up with a chicken, that's why I need one alive. Where am I supposed to find a live chicken?
In the market maybe? -Do you have any live chickens? -Live chickens?
Where do I find one? If you think Rappi should sue them to take this video down, know that this girl is a spokesperson for Rappi. She has several posts and videos doing marketing for the company.
Rappi's CEO saw her and. . .
"She's amazing. She's humiliating him! So funny!
I love it! So creative! I just love it.
" Rappi doesn't want to have an employment bond with any of the drivers, but this girl they decided to hire. "She's a troll genius! She'll bring so much growth!
" And now she's in a partnership with Rappi. I'm talking about Rappi today. It's a service app in which you can hire a personal shopper that buys what you want, at the time you want.
I'm not having a lot of free time to do grocery runs, and I'm in the middle of a photoshoot, I just open the app, chose my products and the personal shopper go to the grocery store for me and keeps in touch. After this super explanation, I have a discount code worth of 100 reais in deliveries. It's a lot, really.
Every deliver is like 6 or 7 bucks. Use the code and tell me how it went. But why do the delivery drivers accept this difficult, and many times humiliating, routine?
Well, desperation. This is the only form of income for 3. 8 million drivers.
And as the unemployment grows, more workers are inclined to do anything for money. It's either delivery or coaching. Delivery seems like a better option.
This is the beginning of disaster capitalism. Also known as Sunday in SBT. Silvio Santos already accomplished in making people do anything for money way before it was in.
Silvio is a trend setter. And those companies dominated the field, so it's hard to work with delivery outside of them. They know that the most important thing it’s to register the most drivers and restaurants possible, because once everyone's in there, it's harder to get a job outside the app.
So to attract everybody, they began to offer better conditions, and now that they have dominance in the market, they began to harden those conditions. If on the beginning Loggi payed 4 reais per kilometer, in 2019 this fare dropped to a single buck. This driver tells us how in a few years he began working a lot more to get payed a lot less.
September 2015. I did 44 runs. I earned 5,300.
Now I'll show you September. . .
I showed you 2015, right? Now I'll show you September 2016. A year later.
Double the runs and less than half of the earnings. Something's wrong with it. This is just a side hustle.
Nowadays those 2,000 probably are just a 1,000. It's a like a Benjamin Button career plan. The longer they work for the company, the less they earn.
"Now I'm gonna do a downgrade on my motorbike. Maybe next year I'll do a timeshare bike. I hope to end my career in a kid's tricycle.
" This strategy has another evil effect. As the drivers must buy their own equipment, a lot of them do that in payments and end up in debt. That way they can't stop working when the conditions worsen.
And even worse, the apps now have the whole client base. The biggest attraction is you, the client. It's because you're there that the drivers can't leave.
It seems like the biggest debt bondage system in the 21st century was designed just because you are ashamed to talk on the phone. And by "you", I mean "me". Because I really rather be beaten up than talk on the phone.
For God's sake. But do you think those companies should treat the drivers like this? Shouldn't they follow a work contract?
It's hard to say. The founders of those apps assure us that they can. And many are proud to say that they don't believe in labor legislation.
Ifood, for instance, were founded by 4 friends. Patrick Sigrist, Eduardo Baer, Guilherme Bonifácio and Felipe Fioravante. Those are name of heir babies that make artisanal beer.
People whose nickname is the last name. "You need to taste the beer that Fioravante does. He and Bonifácio do an APA so good!
" You must have noticed that all these app entrepreneurs look like each other, physically, I mean. Don't you think that the faces. .
. The noses look like a dress shoe? The ear looks like a vest.
A North Face vest. The explanation is simple. Almost every unicorn start ups in Brazil, the ones who reach 1 billion dollars in market value, were created by entrepreneurs from São Paulo.
Most of them are around 30 years old, they studied admin on USP, did a post grad in Stanford, Harvard or FGV, have a collection of electric guitars, but doesn't play, have lunch still with their company's name tag and spend 100 bucks in a pair of colorful socks, so they can pretend they're crazy. "People say I'm a square, but look at my Shrek socks! How can I be a square with a sock like this?
My socks are all Pixar themed! " Felipe Fioravante, from Ifood, for instance, seems like a really relaxed guy. In his LinkedIn he says he's taking a sabbatical, which is a fancy way to say he's taking some time.
Of course, even God rested, right, man? You need to take a break. He must be a business genius, for sure.
But Felipe himself tells us his secret. According to him, the most important thing for a business to grow, is having a good network. He must be tired of networking, it's something really tiresome.
He needed to take a yearlong break from networking. He is busy with another fling. Eduardo Baer, did an MBA in Stanford and he is in favor of the privatization of all State Companies.
According to him they are a way for sponsorships. In the private sector, apparently, there's no sponsorship. In a corporation, the CEO's son is the cleaning boy.
It's fair. They work hard from their cribs. Eduardo has other propositions for the betterment of our country.
Such as leaving the minimum security for the labor force. According to him: "People know what's best for them, way more than a legislator. " Yeah, they do know what's best for them.
The best for them is to spend a sabbatical year in Fernando de Noronha. Doing an orgy, or something. What about it?
But people has this strange fad of registering on Ifood to do deliveries. That's funny. "It's not my fault!
They chose to work on my app. " This logic of letting people decide what's best for them, deep down is just a way of giving the company all the power. And the delivery driver with none.
To implant Rappi in Brazil, the founder Bruno Nardon explain that the biggest obstacle wasn't the competition, was to avoid the labor legislation. Actually, the obstacles were much more linked to the labor legislation. In every project I was a part of, that I was head of, I needed to guard myself, have good lawyers, so we could be sure that there wasn't any employment bond.
And if there was, how we would move forward. One of the biggest obstacles that we faced in doing this show, was selecting the best lawyers so we could guard ourselves and decide in what way we could say what we really think about it. About this kind of entrepreneur.
The most they let me do is to say to Nardon to shove Palo Alto right in his Silicon Valley. Nardon doesn't want the drivers to be considered employees. Why?
Because that would give them basic labor rights. That's why he says that the app provides just the tech. They just better the world by connecting people.
They are the cupid between the client, the driver and the restaurant. Like a tinder. You have a match in this threesome between the three of them.
But it's like Tinder's owner get into your bed and said: "Excuse me, 27% of this orgasm belongs to me. I want to come, too. " Actually, Tinder isn't relevant to this metaphor, because no one needs a date to survive and to not starve.
So it seems more like pimping. What all these good lawyers did was come up with terms of use, so every delivery driver would sign it before starting to work, and these terms make something really clear: the companies never take any responsibility for anything, ever. To sum everything up, that's it.
Look at this snippet of Ifood's term of use. Working in Greg News makes us do some stuff that we'd never normally do. Like reading the terms of use.
But we did read. Take a look. "The delivery drivers acknowledge and agree that Ifood isn't a company specialized in transport or logistics operations.
It's only up to Ifood to provide a technological platform that allows the collaboration between those who do related activities. In that way, delivery activities, as well as any losses or damages related to or incurred by that activity, are of exclusive responsibility of the drivers. " That means that if anything goes wrong in your delivery, they do the "Ifuckit".
But although the terms of use say the companies aren't specialized in deliveries, when they market their services they say they. . .
I mean, they, not the drivers, they, the companies, deliver everything you need. Let's hear it again. Last month we did 21 million deliveries.
"We" did. Ifood did it. Not "they did it", the delivery drivers, those lifeless mannequins.
They are just that, what should they earn? We did it, the company that sells the delivery. The company does the delivery, the boss does a video gloating, in English by the way, of having made those deliveries.
. . But on the terms of use, they say they're not a delivery company.
"What? Delivery? Me?
Since when? " The terms of use basically say: "Don't believe in our ad, that says we do deliveries. Neither in our boss, that also says we do deliveries.
Nor in our institutional video, that says we do deliveries, as well. It's all a big joke. Gotcha!
I got you good now! " Rappi, Loggi and Uber Eats have very similar terms of use. They all distance themselves of the drivers in the agreement, but they get closer to them when it's time to advertise.
In Jorge e Matheus' live, Jorge didn't say: "José Geraldo is here. Our delivery driver that we found trough the Rappi app. " No, Jorge said: Who's that?
Rappi? Is it Rappi? He didn't say: "Look, the mediation made by the Rappi platform worked.
The freelance businessman is on our door, because he knows what's best for him. " No, he didn't. Now, during the pandemic, the delivery driver situation, that was bad enough already, has gotten worse.
It was good, it wasn't that good, it was bad, but it's gotten worse. As during the pandemic a lot of informal workers have lost their source of income, the supply of drivers increased, which made the apps decrease the delivery fees. Besides working more and earning less during the pandemic, the drivers are also more exposed to the virus.
And they've done to decrease this risk is almost nothing, really. In the beginning of the pandemic they sent releases with info regarding on how to prevent themselves, but that was it. While in China the delivery drivers have acetate masks, in Brazil, Ifood, Uber Eats and Rappi took longer than a month to provide masks and hand sanitizer for the drivers to protect themselves.
If a driver took that long to deliver something, they'd be fired. But we can't say they didn't do anything. Ifood announced a support fund of 50 million reais.
The drivers aren't benefited by it, the restaurants are. . .
Which explains this deliver driver rant. Hello, my name is Paulo. I'm a delivery driver, I've been working with Uber, Rappi and Ifood apps for about 9 months now.
It's my only source of income. It's my income to pay my debts, which I incurred to be able to work. It's what feeds my family, it's what nourishes us.
We see the apps talking about the support they're giving the restaurants so they don't go under. The drivers go under, as well! Another thing, the drivers are human too!
They have dreams, like any other professional. . .
Cops, doctors. . .
We have dreams, we cry, we have families. Only on April 6th, when COVID-19 had already taken the lives of 500 people and infected 12,000 in Brazil, Ifood announced a solidarity fund for the drivers that were contaminated and needed to stop working. It had 1 million reais in it.
50 times less than the restaurant fund. And at the same time the fund was created, Ifood took down an injunction from the labor court that made companies pay financial support of at least a minimum wage to the drivers unable to work. And the justice didn't even mentioned what happens if those workers die of COVID, because as they don't have any employment bond, most of them don't contribute to the social security.
Which means that if they die delivering your burger, their families get nothing. Absolutely nothing, not from the government, nor from the companies. In a social network, o Fabricio Bloisi, Ifood's CEO, argued with a journalist that shared the news about this injunction.
He basically said that Ifood took down the injunction because they are already following for three weeks what the justice asked of them. No, Fabricio. What was asked is that the delivery drivers should receive at least a minimum wage.
You don't want to give "at least" anything. Not all of the drivers can get a minimum wage per month. Even if they're working full time for the company.
The injunction also asked for a payment for the drivers that needed to stay home caring for infected relatives. If you'd been doing what the injunction had asked you to do, you wouldn't have needed to take it down. It's no surprise that your solidarity fund is just 1 million reais.
The company itself admitted that the injunction could cost the company up to 150 million. You're doing 150 times less than what the justice had ordered. But that was before your great lawyers took action.
And you know what else the injunction asked and you don't do? Ifood needed to provide locations for sanitation of the vehicles, bags, helmets, jackets, and accredit sanitation services. The courts also think that the drivers should receive drinkable water to hydrate themselves, as the health protocols say they should do.
It may be a good idea, Fabricio. Aren't you a lover? I'm a lover.
The driver is a lover. All this love makes people thirst. As Mr Catra would say: "We can't deny anyone a glass of water and a BJ.
" The truth is that delivery drivers are saving our lives. It's not Rappi, or iFood, or entrepreneurs. .
. They shouldn't be called "entrepreneurs", after all, they're always emphasizing they don't create jobs, nor invest in motorbikes, helmets, or bags. .
. Delivery drivers are the ones paying in installments for the card machine, safety items, uniform, gas, and even the bag they carry on their backs with the company's logo. And finally, delivery drivers are the ones who take all the risks.
Price fluctuation, market variations, safety and health risks. But not everyone realizes when they're doing something wrong. iFood founders know that.
Eduardo Baer, at least, already suffered a reality check in the beginning of his career. I was 14 when I got some money for the first time, I had an illegal music website. I had to shut down the website after receiving a letter about copyrights and phonographic rights.
I didn't even know what was piracy back then. Yes, he started his life as an entrepreneur with piracy, getting money for other people's work and it was okay getting money for a song he didn't make. That's part of his culture, it's part of his DNA.
When he realizes the real meaning of "work", he'll be shocked: "Oh, so you actually have to do something? It's not just, like, taking what someone's doing and getting money for that? Oh God.
. . I don't know if I like this.
" He had to receive a letter about copyrights to understand that was a crime. Maybe what they need is to receive a letter about labor rights. Nadon from Rappi already made it clear that he invested in good lawyers.
And they must be really good, because in many lawsuits against the apps, many times, justice declared that delivery drivers really didn't have an employment relationship In other cases, justice declared that they had. This can change not only depending on the judge, but also the lawyer. For delivery drivers it's difficult to get good lawyers.
There's no time between deliveries to start a lawsuit. The also lack money and contacts, which is the most important part of success, as we saw. That's why Greg News is here.
Greg News had a 1 billion dollar idea, a platform, a facilitator that will connect the demand for good lawyers and the demand for justice. The "iDvogados", or "iLawyers" in English. Yes, after all, we have contacts, and that's you.
There must be a programmer graduated in Stanford in programming, watching us now. Use your fancy education in favor of humanity. You can create the iDvogados right now.
Actually, the domain iDvogados. com. br is already ours.
We'll give it to you. It's true, we bought it. iDvogados will connect delivery drivers to the best labor lawyers, who'll agree on sharing the risk of a lawsuit.
If the apps claim we're encouraging delivery drivers to start a legal war against them, they should know the platform will include terms of use making it very clear that there's no relationships with the lawyers, or delivery drivers, or the platform, or anyone. And unlike delivery apps, we won't charge anything for this connection. Not even a percentage of the process.
Because this is the culture of our company. It's about not getting money for other people's work. Kinda crazy, huh?
It's a new thing. We call it fairness. iDvogados will have a motto: "I'm a lawyer", which means you're a lawyer.
I haven't thought about all the letters, but "W" is for working class, and "M" is for more value. And "L" is not for looking good, it's for Lenin. While there's exploitation, our iDvogados will be here, helping the weak.
This crisis will change delivery drivers' baselines. They'll become real workers. I'm with you.
Better yet, we're "all together".
