Memo: The DoorDash OS

We believe that suburban markets and smaller metropolitan areas have experienced significantly higher growth compared to larger metropolitan markets because these smaller markets have been historically underserved by merchants and platforms that enable on-demand delivery. Accordingly, residents in these markets are more acutely impacted by the lack... See more

That’s a different business than dropping off bulk salad orders at office buildings, but it might also prove to be a bigger idea.

The takeout and delivery business needs to be rethought. I see two new popular paths emerging. They represent diametrically opposing views of this space.

Based on this high level analysis, it’s not surprising to see that alcohol, convenience, and pet are emerging as battlegrounds for on-demand delivery of late. Uber acquired alcohol delivery startup Drizly last year, and GoPuff acquired Liquor Barn in June. Doordash has recently expanded into Pet and Floral.