I do think they’re growing the overall pie by increasing total takeout and delivery spend, but restaurant margins were always razor thin, so losing 30% off the

I do think they’re growing the overall pie by increasing total takeout and delivery spend, but restaurant margins were always razor thin, so losing 30% off the top will just drive many restaurants out of business. I think the long-term here is probably just different, not worse. Many restaurants will go under, but new ones will arise that optimize for this. See the ghost kitchen phenomenon. And hopefully a combination of restaurant and user revolt, the threat of regulation, and competitive pressure from other delivery services will drive fees down to something more reasonable like 10-15%.