Comment by nonethewiser

5 hours ago

>"When there are fewer competitors it means there's increased competition" is quite the take.

I think it's quite obvious that mergers can increase competition. Especially when you read the rest of my comment. Can you steelman what I'm saying?

>Together they will have ~80% of the market.

Are you mixing restaurant delivery (~60% for doordash) with grocery delivery (~20% for instacart)? Those are different market shares.