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by mu53 585 days ago
I think the real scheme behind these companies was to monopolize the restaurant industry the way that uber has monopolized the taxi industry.

7.3B makes sense if you hold 40% of the restaurant business across the US.

Build out delivery network for existing restaurants, capture all of their order data, use that data to create ghost kitchens to sap business, ghost kitchens can turn into full restaurants, and continue as far as you could.