(12-08-2020, 10:39 PM)vbin Wrote: Not touching door dash. Will buy airbnb.
I won't be surprised if Doordash pops for awhile, but airbnb seems like a more lasting story. Air has very little market saturation in the US, at least where I have traveled. Restaurant delivery makes sense right now of course, and consumers are OK with paying extra plus tips, but this will pass. I see no lasting MOAT at all for a menu app and gig worker dispatching service. Perhaps it will work out in some major cities but I don't see how? Taking a 30% cut from restaurants and not profitable during a pandemic?