Got it, this makes a ton of sense, and explains why Grubhub was able to do the impossible, make money.
Tech is all about inserting yourself in previously untransactable business opportunities via the leveraging of near universal connectivity to the Net, and the ease of electronic transaction settling.
Sometimes, this means taking a momentary haircut to get the right signatures in place, but fee taking and leveraging economies of scale does the rest.
The big head scratcher for me personally is how long it'll take until most people catch on to the pattern, and say "no more".