I still find it hard to see. Urban areas should have a high density of orders and a low number of miles per delivery trip.

I asked Claude AI to run a marginal cost analysis of food delivery, taking driver salaries etc.. into account and separately considering third-party platform vs restaurant direct. The answer came out at around £2 per order (in the UK). The artefact is published here for anyone to view: https://claude.ai/public/artifacts/4827ebef-9208-4cdb-8e9c-7...

I got it to rerun the analysis for the US and it's pretty much the same: https://claude.ai/public/artifacts/5b56e048-7af7-4b6c-8054-5...

My suspicion is that apps like Deliveroo, Uber Eats etc.. are ramping up their prices now that they have moats and market share.