QUOTE(statikinetic @ Dec 13 2021, 12:03 PM)
As a pure eHailing business, I would say it is a subpar business model.
From an angle that it covers delivery in the F&B as well a the grocery range, I can see huge potential. Already I see habitually it sticks once the users use it for a few times. Makes things so much more convenient. And convenience is a big factor.
Combining all of these into a market dominated super app is something I think is likely to happen.
So yes, I do see the business case.
QUOTE(wayton @ Dec 13 2021, 12:16 PM)
A lot of grocery big stores also have their own delivery service.
The competition in this area is intense.
Once pandemic over, more and more people may opt for dine in and less F&B delivery.
For F&B, dine in is still a prefer choice for many.
F&B with tapao with delivery wont' able to match the dine in experience whether in term of taste, environment, and comfort.
In my housing area, already see less F&B delivery once dine in is allowed and more people dine in in kopitiam and restaurant.
while most will still use it albeit less frequently, this is a trend but take the drivers, sellers and regulations into the discussion, there are many sides to be considered and consumers will just have to accept that things are gonna be more expensive in the name of 'convenience'.
and since it's a not-so-difficult business model, big stores can setup their own delivery services for efficiency
saturation will be an issue in the future, not so soon though as what we see from uber, as references

perhaps the tipping point would be full autonomous/driverless for more earnings, cutting off the drivers