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DoorDash
Acquired
Is Scale Economy the Biggest One?
To me, the biggest one ray now is, is his economies of scale, hundred per cent. I think there's something to brand, but it's always hard actually know how much to sort of chalk up to brand. As the default shifts from that real world to on line, whether it's dordash or you're using prime now to have stuff delivered, they're going to start eating and eat their back end too. So then only the restaurants who deliver unique product or a unique experience will be in a good position as the world continues to reorganize....
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