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What if you strip out the entire 'aggregation' and customer facing side of DoorDash/GrubHub/UberEats and rebuild them as complete back-end logistics services to

What if you strip out the entire 'aggregation' and customer facing side of DoorDash/GrubHub/UberEats and rebuild them as complete back-end logistics services to the restaurants? You charge lower percentage of orders or just a monthly fee to help procure and pay the labor and route deliveries. Seems like that's the actual challenge for restaurants

prostoalex 6y ago
ChowNow https://get.chownow.com/demo/ https://get.chownow.com/demo/ and Toast https://pos.toasttab.com/ https://pos.toasttab.com/ do that
sdan 6y ago
CloudKitchens fixes this. I also find this really weird: its like load balancing between https://server1.example.com https://server1.example.com and https://server2.example.com https://server2.example.com instead of using a proper load balancer under the hood to get https://example.com https://example.com
- perseusmandate 6y ago
  CloudKitchens is more the kitchen infrastructure for restaurants who only have a presence on delivery apps. They are trying to facilitate a restaurant model that is optimized for the delivery apps'supply chains rather than starting their own
Consultant32452 6y ago
Chipotle has white labeled DoorDash for delivery in my area. If I open the Chipotle app and make a delivery order, the "track your order" screen says it's "Powered by DoorDash."
- chrisseaton 6y ago
  > Chipotle has white labeled DoorDash ... it's "Powered by DoorDash." Disclosing who’s powering it is the opposite of white labelling.
perseusmandate 6y ago
DoorDash already serves as the back end for a number of other services. But being a courier company is not near as good of a business model. The aggregation element means that they own the end customer and payment flow, which among other things increases spend since you discover new restaurants via the platform and can transact seamlessly with any restaurant on DoorDash vs giving your card info to each new place More importantly, as a two-sided marketplace DoorDash enjoys network effects which are the source of its defensibility. If they were just a courier company, restaurants could just switch over when they found the next company that could deliver marginally faster or undercut them with VC funding. As a two-sided marketplace, the restaurants can't turn them off without losing all the demand coming through the platform, demand which is captured by DoorDash is because they have tons of restaurants on the platform, creating a feedback loop.

prostoalex 6y ago

ChowNow https://get.chownow.com/demo/ https://get.chownow.com/demo/ and Toast https://pos.toasttab.com/ https://pos.toasttab.com/ do that

sdan 6y ago

CloudKitchens fixes this. I also find this really weird: its like load balancing between https://server1.example.com https://server1.example.com and https://server2.example.com https://server2.example.com instead of using a proper load balancer under the hood to get https://example.com https://example.com

perseusmandate 6y ago
CloudKitchens is more the kitchen infrastructure for restaurants who only have a presence on delivery apps. They are trying to facilitate a restaurant model that is optimized for the delivery apps'supply chains rather than starting their own

Consultant32452 6y ago

Chipotle has white labeled DoorDash for delivery in my area. If I open the Chipotle app and make a delivery order, the "track your order" screen says it's "Powered by DoorDash."

chrisseaton 6y ago
> Chipotle has white labeled DoorDash ... it's "Powered by DoorDash." Disclosing who’s powering it is the opposite of white labelling.

perseusmandate 6y ago

DoorDash already serves as the back end for a number of other services. But being a courier company is not near as good of a business model. The aggregation element means that they own the end customer and payment flow, which among other things increases spend since you discover new restaurants via the platform and can transact seamlessly with any restaurant on DoorDash vs giving your card info to each new place More importantly, as a two-sided marketplace DoorDash enjoys network effects which are the source of its defensibility. If they were just a courier company, restaurants could just switch over when they found the next company that could deliver marginally faster or undercut them with VC funding. As a two-sided marketplace, the restaurants can't turn them off without losing all the demand coming through the platform, demand which is captured by DoorDash is because they have tons of restaurants on the platform, creating a feedback loop.