added by sari · updated 2y ago
Doordash and Pizza Arbitrage
- If capitalism is driven by a search for profit, the food delivery business confuses the hell out of me. Every platform loses money. Restaurants feel like they're getting screwed. Delivery drivers are poster children for gig economy problems. Customers get annoyed about delivery fees.
from Doordash and Pizza Arbitrage by Ranjan Roy
sari added 3y ago
- What is it about the food delivery platform business? Restaurants are hurt. The primary labor is treated poorly. And the businesses themselves are terrible.
from Doordash and Pizza Arbitrage by Ranjan Roy
sari added 3y ago
- How did we get to a place where billions of dollars are exchanged in millions of business transactions but there are no winners? My co-host Can and my restaurant friend both defaulted to the notion “delivery is a shitty margin business” when discussing this post. But I don’t think that’s sufficient here. Delivery can work. Just look at a Domino’s s... See more
from Doordash and Pizza Arbitrage by Ranjan Roy
sari added 3y ago
- Third-party delivery platforms, as they’ve been built, just seem like the wrong model, but instead of testing, failing, and evolving, they’ve been subsidized into market dominance. Maybe the right model is a wholly-owned supply chain like Domino’s. Maybe it’s some ghost kitchen / delivery platform hybrid. Maybe it’s just small networks of restauran... See more
from Doordash and Pizza Arbitrage by Ranjan Roy
sari added 3y ago