The holy grail of food delivery: decent food, delivered reasonably quickly, for the same (or lower) net price as in-person at a sit-down restaurant, without predatory gig economies.
There seem to be one or two key inflections that make this feasible. Examples: (a) autonomous vehicles nuking delivery costs; and/or (b) ghost kitchens to eliminate restaurant overhead.
In light of that... these companies are really just predicting where the ball will be when (a) and/or (b) are commoditized: Capturing market share & distribution now with marginal economics while waiting for one or two key inflections.
There seem to be one or two key inflections that make this feasible. Examples: (a) autonomous vehicles nuking delivery costs; and/or (b) ghost kitchens to eliminate restaurant overhead.
In light of that... these companies are really just predicting where the ball will be when (a) and/or (b) are commoditized: Capturing market share & distribution now with marginal economics while waiting for one or two key inflections.