Comment by rossdavidh

So, they are unlikely to grow the market (it is more likely to shrink as people cut back on this relatively expensive way to get food), they are unlikely to grow market share (they are already one of the biggest players in the restaurant delivery market), and they are currently unprofitable, and always have been. I don't see what is going to keep them from just burning through the cash they have, then eventually shutting down. What am I missing?