> Why do you think Doordash/Shopify/Stripe "knew full well" that this boom wouldn't last?

In the Doordash case, it's pretty god damn obvious the boom wouldn't last. DoorDash shot up because restaurant dining rooms were closed. As soon as restaurants started opening back up, it only makes sense that DoorDash's popularity would sink. While certainly some people will have decided "Hey, this is pretty convenient" and keep using them, I think it's absolutely bone-headed to think it wasn't going to eventually dip.

> Unfortunately, the world reverted to the mean with regards to online shopping and ordering food pretty quickly in 2022

Again, completely bone-headed to have not expected this to happen.