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At first blush, this might seem like another silly roll-up. However, I believe in Marc Lore completely and it will be interesting to see what this becomes. This
by snarf21 2y ago
At first blush, this might seem like another silly roll-up. However, I believe in Marc Lore completely and it will be interesting to see what this becomes. This is bad news for DoorDash (imo).
- Centigonal 2y agoI could see a world where Doordash, Toast, etc specialize in delivery from existing restaurants, while Wonder/GrubHub lean into an exclusive selection of food from ghost kitchens.
- deprecative 2y agoTo be fair, DoorDash is bad news for DoorDash because a $8 meal costs $30.
- dools 2y agoAhhh a slice line
- JasserInicide 2y agoI mean, they're all like that, adding on 40% to the actual meal total.
- deprecative 2y agoY is the problem of Y. It's profiteering and exploitation.