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And the alternative to restaurant delivery service is really the way we get the other 98% of our food. Anything I can ignore without being at some sort of disad
by mattmaroon 1y ago
And the alternative to restaurant delivery service is really the way we get the other 98% of our food. Anything I can ignore without being at some sort of disadvantage I don’t really get worked up about consolidation.
I wish we had more than 3 cell phone networks, this could all be one and I’ll just drive to the restaurant.
- tptacek 1y agoThere was a discourse prior to the last election about how cost of living was out of control based on people sharing delivery bills from their "burrito taxi". I do get that this article isn't "about" that discourse, it's about an investment thesis, but my real point is just: there is no reason to believe any part of this market has settled to the point where you could make reliable predictions. Everything is very new.
- mattmaroon 1y agoYeah I remember Jeff Bezos saying something very much like that at the launch of the kindle phone. Something like “smart phones have only been around for seven years there’s no reason to think the two platforms in the lead now will always be the only two.” Sometimes a market has already ossified five years in. I guess we’ll see.