Exactly,those are amazing perks but they make for very expensive moat. As long as they need to bribe their users to stay with different financial incentives the

Exactly,those are amazing perks but they make for very expensive moat. As long as they need to bribe their users to stay with different financial incentives they will keep being glorified VC money redistribution schemes. My guess is that we will see a shift towards profitability when either cash dries out (which would mean Uber wins, they have deeper pockets and cashflow from ride sharing) or restaurants start to shift towards delivery optimized structures that would bring down delivery times and increase margins. I wouldn't bet on market domination from any player yet considering Just Eat's recent moves and deep pockets. A little off topic, but wow it always amazes me how good credit card rewards are in the US.