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DoorDash doesn’t intend to be a “food delivery company”. Listen to their CEO in interviews. His catch phrase is that if you solve food delivery, you solve some of the most challenging aspects of last-mile logistics.

I expect they will transition away from food and into other verticals soon.

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However, they are not solving that problem. They are throwing unlimited investor money at getting food delivered by overworked underpaid poor people.

That's ... that's not a solution.

UPS famously hired mathematicians to figure out the optimal way to plan their trucks' routes [1]. Now that is a solution.

[1] https://www.wired.com/2013/06/ups-astronomical-math/ and https://www.mathscareers.org.uk/ups-turn-left/

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