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Doordash and Pizza Arbitrage

themargins.substack.com

431–440 of 534 posts

Re: Doordash and Pizza Arbitrage

#431

Earlier quoted context omitted.

Just a note: it's not a tried and proven concept. Predatory pricing hardly works in economic theory and is working disastrously for a lot of the companies trying it (eg. Ubers financials)

Where I live, one company has taken over all meal delivery nationally. After destroying the competition, this company had started raising prices each year. They ask for a percentage (13%, rising each year) in an industry where the margins are already very thin. They money grab got a lot worse after they pushed out all the alternatives and just like with Google, everybody has to play by their rules or they'll be mostl…

Rappi?

Re: Doordash and Pizza Arbitrage

#433
post #324

Earlier quoted context omitted.

Assuming $10/pizza...500 pizzas in my life are reasonable

$10 for a pizza actually sounds pretty cheap.

Depends.

A small basic pizza is $8-$10 here. Domino's always has a deal where you can get 2 medium pizzas for $6/each. (used to be $5).

But if you're buying larger, specialty pizzas without coupons/promotions then you're going to be paying more like $20/pizza.

My pizzas are usually small and plain, so I'm closer to the $10 mark.

Re: Doordash and Pizza Arbitrage

#434
post #275

Earlier quoted context omitted.

This really makes me happy but I hope you delete this before it becomes mainstream and DD catches on.

> delete this before it becomes mainstream ignoring the fact that this post itself is top of HN and going viral?

I don't really think going viral on HN === mainstream ;)

Re: Doordash and Pizza Arbitrage

#435
It's kind of hard to imagine how DoorDash execs are going to explain to those investors who find this on HN / elsewhere and ask them what the eff is going on ?

Re: Doordash and Pizza Arbitrage

#436
post #359

Earlier quoted context omitted.

We came to the same conclusion a couple weeks ago. As a bonus, you're eliminating a person/environment from the loop (the delivery driver & their car), thereby reducing your Covid-19 attack surface. Edit: I have also both read about & seen firsthand food delivery drivers with someone else in the car. It's almost certainly someone from the same household, but still, that's potentially yet another unknown, potentially…

I've had amazon deliveries where it appears the whole family was in the car. Kind of heart breaking to think that a family of 4 has to drive around so I can get my AA batteries same day. We need drone deliveries.

When my parents brought me to Canada, my dad briefly worked as a pizza delivery driver and me and my mom would often ride with him just to keep him company. Not sure if that's the case here, but they might just be spending time together.

Re: Doordash and Pizza Arbitrage

#437
post #411
post #359

Earlier quoted context omitted.

I've had amazon deliveries where it appears the whole family was in the car. Kind of heart breaking to think that a family of 4 has to drive around so I can get my AA batteries same day. We need drone deliveries.

Not for nothing, but more than drone deliveries, we need to make sure families like this have access to daycare for their kids.

That's an interesting point. You might be able to argue that subsidizing day care - particularly if you could bring higher standards/efficiency along for the ride - could have a greater economic impact than subsidizing college. It would certainly win out in short term effects. [Although I do think most of a bachelor's degree should be attainable from home for little to no cost.]

Re: Doordash and Pizza Arbitrage

#438
post #350

Earlier quoted context omitted.

You make a great point. They also mention they are an options trader on wall street, so $5000 easily could be throwaway money for a double-good cause

The person who posted the comment about $5000 pasta is not the same as the person who wrote the article (who mentioned trading).

Haha, thank you, I wasn't thinking

Re: Doordash and Pizza Arbitrage

#439
post #359

Earlier quoted context omitted.

We came to the same conclusion a couple weeks ago. As a bonus, you're eliminating a person/environment from the loop (the delivery driver & their car), thereby reducing your Covid-19 attack surface. Edit: I have also both read about & seen firsthand food delivery drivers with someone else in the car. It's almost certainly someone from the same household, but still, that's potentially yet another unknown, potentially…

I've had amazon deliveries where it appears the whole family was in the car. Kind of heart breaking to think that a family of 4 has to drive around so I can get my AA batteries same day. We need drone deliveries.

> We need drone deliveries.

Yes, obviously that will solve the problem that family faces.

Re: Doordash and Pizza Arbitrage

#440
post #379

Earlier quoted context omitted.

It's nog a bug, it's a feature. Doordash uses investment money to evaporate competitors, take over the market and then raise prices for restaurant owners once they gain control. It's a tried and proven concept. Paying part of the meal is part of that strategy. They know full well that large orders and large amounts of transactions cost them more money and they're betting on nobody actually doing this. They're selling…

My original comment said its not okay to steal from a company even if you don't like that company. Your post is a lot of words about why you don't like that company. You don't directly address my claim that its unethical to steal from a company even if you don't like the company. And then you make a weird point that software can be unethical (e.g. phising software) and this somehow applies to Doordash. Just to get th…

How do you define "stealing"?

On Wall Street this is called arbitrage.

If you don't want to lose money on sales, don't sell for less than your cost. People buying your product is not "stealing".

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