> they're going to get frustrated if the drivers are fragmented across the different services Why would consumers care about this? For decades (centuries even!

> they're going to get frustrated if the drivers are fragmented across the different services Why would consumers care about this? For decades (centuries even!) restaurants managed to make delivery work with their own delivery people. And admittedly pooling delivery people is effective for restaurants that don't do a lot of delivery volume, but there's still really a lot of room for fragmentation. > All people and restaurants want is somebody to get the food from point A to point B, without a lot of differentiation Here's the thing though: there's a lot of differentiation! In my experience, delivery that's managed by restaurants tends to be orders of magnitude better than from the apps. The app delivery services bundle a bunch of deliveries together in such a way that your food sits around at the restaurant, then goes all over the city, then eventually reaches you an hour after it was made. This kind of thing rarely happens for me when restaurants manage delivery themselves. > People go to restaurants so they don't have to cook, but they still pay the time to go and sit and wait I mean... some people go to restaurants for this reason, I suppose, especially at the low-end of the market. But it's really hard for me to believe this is the primary reason people go to restaurants. If it were, you'd expect restaurants to be quite different.