It's time that companies who put food in a box and mail it to peoples' houses stop claiming to be tech companies.
They are just food delivery companies who happen to have websites. Like all other food delivery companies and restaurants, they are in a cutthroat low-margin business and a few bad months can kill their company. They have no moat because anyone else can also deliver food.
They are just food delivery companies who happen to have websites. Like all other food delivery companies and restaurants, they are in a cutthroat low-margin business and a few bad months can kill their company. They have no moat because anyone else can also deliver food.