I have some ideas on what it might be their "secret sauce" (though I haven't really read their IPO docs) - Matching delivery people to restaurants to deliverie

I have some ideas on what it might be their "secret sauce" (though I haven't really read their IPO docs) - Matching delivery people to restaurants to deliveries (and giving them a route that serves 2, 3 people) - Their app experience is really polished (both on the buyer and delivery people side). Delivery times are usually predicted accurately and it shows when your delivery person is near you. - Network effects (obviously) Of course nothing of that is too hard to replicate, but it takes time