>What's your assumption based on?

Anecdotal. Seeing restaurants that no longer do sit down and only do delivery, plus the creation of the ghost kitchen market. I also have no data, so I can't really defend this point. Just an observation.

>How is it different? They run an unprofitable business that rips off everyone involved and is subsidized by investors who were suckered into thinking this is a real business.

The point I was making is that the food delivery marketplace is a real business that delivers real value, just a sucky one with unclear value. Your comment seems to outline that you think it's built on hype and sucking in future money to pay past investors.

The fact that Lyft can, at times, be profitable disproves your point.