Lomez
Footballguy
What's "the brink"? I still don't think infrastructure supports fully autonomous for at least a decade. Amazon, despite getting FAA approval for drone delivery, still isn't (afaik. Been a couple of months since I checked) actually using drones for delivery. And if they aren't able to figure out how to make it work, I'm not likely to place my faith in DoorDash managing to do so. And if they are able to, there's going to be an investment in CapEx to make that happen. And ongoing costs to support it. It's not going to be free. So how much are they going to be able to recover? And how quickly? And with what kind of margins, given the competition in this area? Does it quickly become a brokerage-esque race to the bottom?The pandemic might be the peak for human deliveries but we're on the brink of deliveries being done by robots/drones/rc cars/ev cars/tech. It's going to eliminate most of the delivery cost for the delivery companies. The companies won't have to deal with dudes named Chad working for them and you won't have Chad on your doorstep delivering to you. R2D2 delivering for 50 cents instead of Chad delivering for $5 and wanting a tip. The number of deliveries will skyrocket. I don't know if DoorDash is primed to excel in humanless deliveries but the delivery sector as a whole is growing to grow exponentially.
On the plus side, for a company like this, the best-case scenario might be what they needed to both gain an infusion of cash that lets them execute on some of their plans AND lets them know what scalability looks like and how to execute on a go-forward basis.
I still don't think I'd touch it.