Would love to hear from folks building if there is any appetite for an API and admin portal to embed alternative and private transactions into applications that you are building. Happy to answer any questions you might have on this!
Hey the_gastropod thank you for pointing this out, the graphic is incorrect. I have updated it to reflect the correct formula that you can use with the description of how to leverage your stripe data and ID's to calculate your customer churn
This is all going to change over the next decade with the rise of indoor farming. With increased and more predictable yield, indoor farms can be more hyper-localized and run by independent-operators in their community.
A big ? for DoorDash is how big can they really be as a company. Too many people are making a big deal about their profitability as a whole. But if you look at customers at a cohort level once customers get to years 2,3,4 they are actually profitable. The big question is what is the average lifespan of a customer for them, do they make it to years 2,3,4, how far in do they make it and at scale how much profit can they expect to make from each customer that does last that long. Then when that is all said and one what size company are we lookin at? $1B in annual revenue?, $10B?, $100B? That will determine the viability of DoorDash and its size as a public company.