Grubhub strikes me as something like Costco but without the subscription revenue. Costco essentially sells its goods at cost or less, on average, and make its profits from subscription revenue. Food delivery companies need to find a way to make that model work for them.
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This is what the “defensible mote” for payment companies looked like in 2025. They came for the food deliver companies and they eat them. They came for the payment companies and they eat them. Uber Eats, indeed. Uber Payments and Uber POS.