At first blush, this might seem like another silly roll-up. However, I believe in Marc Lore completely and it will be interesting to see what this becomes. This is bad news for DoorDash (imo).
To be fair, DoorDash is bad news for DoorDash because a $8 meal costs $30.
Ahhh a slice line
I mean, they're all like that, adding on 40% to the actual meal total.
Y is the problem of Y. It's profiteering and exploitation.
I could see a world where Doordash, Toast, etc specialize in delivery from existing restaurants, while Wonder/GrubHub lean into an exclusive selection of food from ghost kitchens.