Comment by apical_dendrite
16 hours ago
> Coding agents had collapsed the barrier to entry for launching a delivery app. A competent developer could deploy a functional competitor in weeks, and dozens did, enticing drivers away from DoorDash and Uber Eats by passing 90-95% of the delivery fee through to the driver. Multi-app dashboards let gig workers track incoming jobs from twenty or thirty platforms at once, eliminating the lock-in that the incumbents depended on. The market fragmented overnight and margins compressed to nearly nothing.
This doesn't make a ton of sense to me. The barrier to entry isn't the app, it's the network of drivers and restaurants, and all the money that apps like DoorDash poured into marketing. Just having a functioning app doesn't really do very much.
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