It is a 3-sided market with high acquisition costs and high churn on all three sides - the restaurants, the drivers and then the users. A better business model

It is a 3-sided market with high acquisition costs and high churn on all three sides - the restaurants, the drivers and then the users. A better business model may be to focus on one of these and provide it as a service to the others. ie. a driver/delivery network for restaurant fulfillment. Restaurants having to set themselves up on each platform seems like a waste - there is no reason why a standards based interface for dispatch and fulfillment couldn't be built. You can then integrate the 'best of' for each component - ex. Yelp or Google Ratings for finding restaurants & Amazon for local delivery Being vertically integrated just doesn't feel like what this market will look like in 5-6 years - too many challenges.