DoorDash
Food delivery marketplace with fees stacked on restaurants and riders; convenience for diners, thin margins and policy fights everywhere else.
Extraction Stage 3
Surplus shifts toward business customers and shareholders; ads, fees, and degradation accelerate.
DoorDash is mobility of meals—routing, ETAs, and consumer habit. Diners get speed; restaurants and couriers often see fees, rankings, and promos as the cost of access. It’s textbook stage 3: the product works until you zoom out to who captures the dollar and who eats volatility.
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