I have always believed that food delivery (in the US) is a terrible business. Razor-thin margins, intense competition, high churn from restys. I still believe this to be the case, even though $GRUB is $7B, Postmates acquired for $2.65B and and DoorDash is $16B. AM I A MORON?
Replying to @pitdesi
Yes. Food delivery being a bad or good business is dependent on the market. If it consolidates it could be an amazing business.
9:25 AM - 6 Jul 2020
0 replies
0 retweets
1 like
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.