>> Some customers of these would fit this, but I suspect the vast majority of the valuation is from delivering food to people who could pick it up themselves if they had to.

> That's just bullshit. You don't know how far away the restaurants are and how many people don't own cars or if they do, the traffic back and forth and wait time would be more than a guy on a motorbike.

But they had to before deliveries were so widespread and common. Sure pizzas have been delivering for decades but I think a fraction of the population was simply better prepared and would always have something ready to heat / easy cook whenever they wanted.

I think the offering somewhat induced the lazyness.