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Food delivery apps are in a competition loss spiral. They burn capital like crazy. Delivery isn't worth its price for most people. It's fad. After everything settles, only lazy rich people will continue to use them.

Low volume micro-logistics don't work, economically. This is why Amazon is shrinking its warehouses and adding days to it's Prime delivery estimations.

2 years ago
1 score
Reason: Original

Food delivery apps are in a competition loss spiral. They burn capital like crazy. Delivery isn't worth its price for most people. It's fad. After everything settles, only lazy rich people will continue to use them.

2 years ago
1 score