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As an investor, I wouldn't touch any of these companies: Postmates, Seamless, DoorDash, ChowNow. What a terrible category.

UberEATS and Amazon PrimeNow will probably survive, but their parent companies can afford to run them at a loss pretty much forever.

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You'd think people would have learned their lesson from Kozmo. There's clearly some market for home delivery. Pizza places and random Chinese restaurants have been doing it forever. But it's teenagers and other people largely working for tips. Not VC-scale "disruption."

And grocery delivery works too. But it's mostly just an adjunct to B&M.

I'm curious why would you put Seamless into the same category as the rest?

They've raised $51 million. Imagine how big they would need to get to give their investors any return at all.

But their business model is technology only - those that work for the local establishment do the deliveries?

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