Forgive my ignorance, but I thought I heard somewhere along the line that Uber actually makes money on Eats, am I mistaken?

Also as a separate point, I worked for an on-demand food startup, and I remember our founders talking about a local entrepreneur they knew who rented a single commissary, was operating white labeled brands on the delivery platforms, and was highly profitable.

Almost makes me think the delivery platforms could have a Shopify-type effect for traditional restaurateurs and it will be interesting to see the business models that unfold as a result.