- DoorDash is a local logistics platform that connects over 500,000 merchants with over 20 million customers and over 1 million Dashers.
- Long-term DoorDash is set to acquire large gross and profit margins.
- DoorDash is a business benefiting from network effects, as more customers, merchants and Dashers start using the platform, the stronger the platform becomes.
- I question how many people are willing to regularly pay a significant delivery fee - sometimes close to $10 - to have food brought to them.
- I question the size of DoorDash's TAM.
For further details see:
DoorDash: Market Saturation Is Closer Than You Think