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Well, the big difference between GrubHub/Just Eat and Deliveroo/Uber is that the former were actually profitable software businesses, while the latter are VC funded blitzscaling nonsense.

But now the profitable companies are forced to run unprofitable delivery networks because of the VC funded (well public market funded for Uber now) hype-train of on-demand.

Is there a Gresham's law for business models or something?




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