4 ms·
This is not an unreasonable argument but you're negating the company and the industry ability to innovate and find new rev models. I use to frequently see this
by nipponese 6y ago
This is not an unreasonable argument but you're negating the company and the industry ability to innovate and find new rev models. I use to frequently see this argument made about Apple and Amazon before Apple's transition to "services" and AWS. When you buy a tech stock you're not betting on a robot that can't adapt, you're betting on a corporate culture that's digging up new ground.
- teachrdan 6y agoThe question, then, is whether DoorDash is more like Amazon or WeWork. By everything I see, they are a company that pays people to deliver stuff. That is a very crowded marketplace. Without groundbreaking innovation the likes of which companies an order of magnitude bigger have failed to deliver (like Uber and self-driving cars), I personally don't see how they create a revenue stream as lucrative as AWS.