One could argue that Yelp, AirBnB and Uber all fall into the "marketplace" category of defensibility rationale. At first glance, this doesn't seem (to me) to ap

One could argue that Yelp, AirBnB and Uber all fall into the "marketplace" category of defensibility rationale. At first glance, this doesn't seem (to me) to apply to delivery, as restaurants can always opt-out and build their own delivery operation. This is also a significant source of cost for them, so unlike Uber, where users might be willing to pay a few dollars more for a slick experience, they will likely try to skimp on costs.