Doordash and Pizza Arbitrage (themargins.substack.com)
recommended by 2 users | 2020 | 1393 points by lunchbreak | business stories | original thread |
2 users recommended this thread. What they said:
saisundar Dec 9, 2020 | on: DoorDash from Application to IPO | context

Congrats to Doordash! The pandemic certainly helped accelerate this process, but I will add that within the bay-area, anecdotally, my first circle were all Dashpass subscribers for a while before 2020 too. Their partnerships with Chase, amongst others were smart, big moves.

I do want to link here a super insightful/funny article that calls out how Doordash acquires new restaurants( amongst other ways of course) , and the resulting loopholes.

https://themargins.substack.com/p/doordash-and-pizza-arbitra...

HN discussion - https://news.ycombinator.com/item?id=23216852

maldeh Jun 23, 2021 | on: San Francisco permanently caps delivery app fees for… | context

There was a good thread on this topic a year ago: https://news.ycombinator.com/item?id=23216852

That and Matt Levine's take on it ( https://www.bloomberg.com/opinion/articles/2020-05-18/the-un... ) posit the thesis of an entire industry that evolved incorrectly and artifically due to near-zero interest rates and arbitrage.