In this not boring guest post, Dan Teran, founder of Managed by Q and early stage investor, argues that while the pandemic looks like a boon to third-party food delivery companies, it's actually the beginning of the end. He weaves together strategic frameworks from Porter, Christensen, and Peter Drucker, plus actual restaurant data, to show that the current, integrated model is unsustainable, and that third-party food delivery is going to be unbunbled.
Follow Dan on Twitter and Medium.
Read the full post at Not Boring.
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