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2min chapter
DoorDash
Acquired
The Seven Powers of Food Delivery
Dorothy: At this valuation, you have to believe the book case that they are going to expand outside of the off premise food delivery market. Dordash: It seems pretty clear to me that tony and the team of dordash are probably also hamilton helmer fans. So that's what they think, network effects, economies of scale, scale economies and brand. We can talk about how they about them. And i'm curious where you come down on what power do they actually have here?...
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