[Dwolb]

Agrees on the location density point - the route for the driver has got to be near perfect for their model to work.

The dispatch system is an interesting thought. I wonder if it fully aligns with their delivery time promise.

I think the dispatch system points to another 'lever' however - certain recurring orders can be lazily filled. i.e. when the shopper has no rush orders he/she can fill her free time filling orders which are upcoming, but not immediate