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DoorDash
Acquired
Ride Share Drivers Are Different Than Dashers
i think uber got lazy and relied on this idea. Howw well would they have done with maybe being less, having their eye taken off the ball here? The nature of the supply for food delivery is quite different across many dimensions versus ride share. There there are a whole lot more people who either don't have a car all, or have a car that doesn't meet the standards of ober and lift. And i think that opened up a lot more addressable supply for them that uber was never going to be able to multi home across their two products....
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