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That is incredibly alarming. Very reminiscent of WeWork and Regus. Only time will tell if it's a bubble that will burst. That said, I'd really love to know wha
by kevinyun 7y ago
That is incredibly alarming. Very reminiscent of WeWork and Regus. Only time will tell if it's a bubble that will burst.
That said, I'd really love to know what I'm missing or overlooking here, as GrubHub/Seamless being 30% the value of DoorDash feels waaay off here.
- realdlee 7y agogrowth is the difference. Grubhub's market share has been shrinking for many quarters, while Doordash's has been rapidly increasing.