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I like DoorDash and I hoped that they would end up winning in this space but it seems unlikely when their two competitors have other things that the supply side
by wwalser 10y ago
I like DoorDash and I hoped that they would end up winning in this space but it seems unlikely when their two competitors have other things that the supply side (delivery people) can do if food deliveries aren't needed. Amazon is likely re-using prime instant delivery and Uber is transparently using their drivers to deliver food.
It's kind of like competing with Amazon or Google for cloud infrastructure. Very few companies need all of those machines or that tech, they have no use for it other than renting to people. Amazon and Google on the other hand already needed that tech. They are essentially renting their own excess.