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The argument seems to be a non sequitur to me.

The complaint is that food delivery is wholly inefficient to the point of unsustainabilty, but then says this is stopping more sustainable options. How so? Thankfully there is nothing other than VC dollars propping this up and so if you can come up with a more efficient approach you will win as there is a proven market it should be easy to come in and out compete.

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My favorite problems are those that will resolve themselves naturally and automatically if you just wait a little while.

The bigger they are (WeWork, Uber) the more satisfying they are to watch get “fixed”.

The market will eventually find the price, fear not.

"The market can remain irrational longer than you can remain solvent." -- J.M. Keynes

Also applies to competitors of Venture funded vortexes like Uber/Lyft/Doordash.

Sure, in the long run your cloud kitchen with guest chefs and nifty social networking features might be a more sustainable model in the long run. But you'll never find out because your effort will be murdered by Uber's marketing spend.

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