alt Hacker News77% of the U.S. 3rd party food delivery is DoorDash + Instacart.
(Nearly all of the remaining amount is Uber Eats.)
So if not a monopoly, then at least a duopoly.
As a rule, two-sided marketplaces are very difficult to disrupt.
Replies
rektomatic • today at 4:29 PM
There's literally 100s of apps that provide food delivery service. Just because one is doing really good doesn't make it a monopoly.
howunfortunate • today at 4:42 PM
So more like a 0.77opoly then
The BATNA:
- Other delivery service
- Other task service
- Go yourself
While they are an effective duopoly, it would be good to also consider them as monopolistic competition versus a true market split out -- there is very little traditional moat, and almost only network effect due to restaurants accepting their services and menu.