DoorDash and Postmates would deliver from every restaurant, whether or not they had a relationship with that restaurant. This helped them grow quickly. A DoorDash competitor that started today would not be able to grow that way because it is now illegal to deliver from a restaurant without the restaurant’s consent. DoorDash is already large and has a well known brand, so this doesn’t hurt them. It does hurt future competitors, for whom the cost of developing a relationship with every restaurant is cost prohibitive.