Also agree. Few thoughts: - The pandemic has meant more traditional chain restaurants embracing delivery (me personally in UK that has been Nandos, Wagamama be

Also agree. Few thoughts: - The pandemic has meant more traditional chain restaurants embracing delivery (me personally in UK that has been Nandos, Wagamama being available to me via Deliveroo). - There space for more premium restaurants to reach individuals at home, from what I have seen they prefer to own the whole chain (own website, driver network). Interesting if this expands and they decide to partner with provider. I would think Deliveroo would win here over JustEat (just my view). - The whole driver situation is in a state of flux. There is a good paper here* that describes what's going on in gig worker fuelled platform companies as 'pre-automation'. Essentially they are keeping employees at arms length and 'taskifying' all activities with a long term view of automating away the human component with technology (Drones, Autonomous Cars...). This is where the margins start to look more attractive for companies like Deliveroo but the capital investment upfront along with political / legal issues means this will be painful. * Pre-Automation:Insourcing and Automating the Gig Economy https://sociologica.unibo.it/article/view/11657/12290 https://sociologica.unibo.it/article/view/11657/12290