Yes! For instance, the Albertsons/Vons/Pavilions grocery chain recently fired all its in-house delivery drivers and contracted with Doordash instead, in order to take advantage of Doordash's access to (cheaper) Prop 22 drivers.

https://knock-la.com/vons-fires-delivery-drivers-prop-22-e89...

And yes, this shift was widely predicted by Prop 22's opponents. The only surprise is how fast it's happening.

The article loosely hints at this context, but provides no evidence either way.

Looking at Instacart revenue / margin numbers, they hit profitability _for the first time ever_ in April 2020 alongside the COVID pandemic. Further, margins are CRAZY THIN - meaning maintaining profitability is really difficult in an environment of increasing competition from Uber / Google, among others. (Ex: Uber bought Postmates, as the latter had similar margin difficulties.)

My read is that this type of move was planned as an option for Instacart for a while, and Prop 22 maybe pushed up the timeline slightly.

EDIT: not sure why I'm getting downvoted. I know the article tries to build this narrative as much as possible (without even mentioning Prop 22) but then doesn't even provide the financial details that show that Instacart has really tight margins - and if they're trying to IPO, at this rate they're going to stumble there.

It is entirely due to Prop 22.