sure, there is plenty to be skeptical about with doordash's business model but they just convinced some of the best-funded venture funds in the valley to invest

sure, there is plenty to be skeptical about with doordash's business model but they just convinced some of the best-funded venture funds in the valley to invest in doordash. rather than simply tearing them down, it would be more fun to try to figure out how and what he said in those closed-door meetings, like... * who could be a likely suitor waiting in the wings to snatch them up? * what do the unit economics look like in their best and worst markets? * have they actually found a novel solution to the massive logistics problem they face with individual deliveries? * do they have a viable plan to pivot/expand to non-food deliveries? * are they getting a big contract from a giant corporation to be their last-mile delivery service? * is there a strategic partnership that changes their business for the better? there is certainly something(s) that got previous and new investors excited about doordash's prospects. what is it? what could it be? the suspense is killing me! =D