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DoorDash
Acquired
Dordash vs Uber - What's the Cross Geography Network Effect?
i don't think there are any meaningful cross geography network effects other than the national chains, which dordash has done better at than uber. Like it i only live in one place, and if word gets around pretty quick that all the restaurants are on one ap so it's ya. I guess it really comes down to capital intensity. If you're operating in a capital intensive market, good luckf don't have capital. There are lots of other markets that are not capital intensive. That's one for me. The other one, i want to hilayit again, cause i think it, it's very amazonian. It's very apt. Nto me just sum...
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