Sure, but the customers may demand the restaurant participate in their preferred app for convenience. If an app is successful in establishing network effects as they all try to, it may foreclose the restaurant’s ability to attract potential delivery customers elsewhere.
I'm not totally sure why but 1234 definitely feels less competitive than ABCD. Some reasons why: 1. USPS doesn't squeeze its customer 2. For a heavy cross country package I have 2 options. For a midweight package I have 3. I for a lightweight I have 1 but USPS doesn't gouge.
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Whereas if I want to acquire new customers for my e-commerce website, for a single customer there oftentimes are not multiple options. If I want to get my product in front of an 8 year old I have only Youtube to do that with. Well-off moms, Amazon and maybe Instagram, maybe.
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Teenage girls? Instagram, maybe youtube for some products/niches. For a lot of these demos there aren't multiple competitive points of entry. The fact that so much VC money has poured into e-commerce disguises that. These companies look more successful/profitable than they are.
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