Ben Gilbert: preference

Transcript context

…Yeah, of course, all their most recent cohorts are looking great right now because of the pandemic. Right. I personally think the way it will play out is that all the new customers they did acquire have pseudo permanently change their behavior. I think once you make a behavior shift and I just know this from myself, DoorDash has sort of won me over as a customer and I don't think I will sort of change behavior after this. But they're certainly not going to acquire customers with the ease that they did during the pandemic. That's sort of my metered bear case. I would say also too even on that, one thing, we don't get delivery often. I've done it the last couple of nights in research for this episode. But what we do often is takeout and I think this is one of the things that's really smart that DoorDash has invested in is making that a feature on the platform, too. It's way more I vastly prefer and probably the restaurant vastly prefers me to place my takeout order to walk over and pick up from my local Thai place via an app rather than calling them and tying up the phone lines. DoorDash has found a way to enable that and get paid for it.…

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