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indytech64

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indytech64

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Saturday, 08/29/2020 5:38:23 PM

Saturday, August 29, 2020 5:38:23 PM

Post# of 1418
Given Uber's deal for Postmates, where does everyone think their next acquisition is? The food delivery business is commoditized and competitive so it's ripe for consolidation. As China food delivery is controlled by Baba and Meituan, I'm thinking maybe pan-Asia, and either Vietnam or Indonesia seem to be a good play given their large populations. Thoughts?
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