I work at Grab (and ex-Yelp). I am very familiar with FoodPanda and their owners as they are a direct competitor to my employer. I literally work for one of the

I work at Grab (and ex-Yelp). I am very familiar with FoodPanda and their owners as they are a direct competitor to my employer. I literally work for one of the non-American "local" food delivery services. But within out region, there are reasons we don't have technology offices in every country we operate in and we have tech offices in countries we don't operate in. There are also reasons that we continue to exist while our competition pulls out of the region. There are also many reasons why hyper-local delivery services aren't able to compete with global or regional winners: Talent, access to capital, and TAM are big parts of that equation. If someone that works for a non-american food delivery service provider is out of touch, I wonder what your credentials are that puts you in touch. Also, in the blog, 2 of the 5 players ARE American (Doordash and Uber). The other 3 are European and Chinese.