[kevinyun]

That is incredibly alarming. Very reminiscent of WeWork and Regus. Only time will tell if it's a bubble that will burst.

That said, I'd really love to know what I'm missing or overlooking here, as GrubHub/Seamless being 30% the value of DoorDash feels waaay off here.

[realdlee]

growth is the difference. Grubhub's market share has been shrinking for many quarters, while Doordash's has been rapidly increasing.