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That seems more like an interim step to me. I imagine what will follow is one of three things:

1. An affected restaurant increases costs for online purchases to compensate.

2. An affected restaurant stops offering delivery. If it's not worth the money, why offer it?

3. An affected restaurant gets its own drivers. That's how delivery used to operate before the gig economy, and it allows them to control costs and fees.

I've already seen restaurants start putting on delivery charges, and often significant ones (a $6 delivery charge doesn't seem unusual where I am).

> But the platforms’ role in it will be more stable and secure.

I don't think it will be. The platforms currently offer discoverability and drivers. If platforms aren't willing to bear the costs of the drivers, restaurants will stop using their driver services. And if the platforms are reduced to just discoverability, it becomes much easier for competitors to enter the market.



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