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> If it's not good for the restaurants they'll just stop using it.

it's not that it's not good, but that they noticed the delivery funnel is growing (and foot-traffic funnel correspondingly shrinking). This means if they don't participate, they risk losing this revenue stream to their competitors (who do participate).

This is what happens when your business becomes a commodity to another business. You have to make sure your business has a value proposition that prevents it from becoming a commodity (or make sure you are very efficient at production and scale up to take advantage of your product becoming a commodity).

Edit: i suspect things like massive, efficient industrial kitchens producing delivered food may become the new norm.



"This is what happens when your business becomes a commodity to another business"

'Commoditize your complements' was mentioned in this 2002 article by Joel Spolsky:

https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/




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