I think the challenge here is that all the competitors are exceptionally well funded venture backed companies that are fighting to be the winner who takes it all. We don't know what this market would look like without the flood of exceptionally venture money to finance the engineers and discounts and all.

Sustainable delivery would probably more bifurcated. I could imagine a range of food types that are delivery-centric (think pizza & Chinese) in areas with cheaper rents & smaller (or non-non-existant) dining rooms, and more delivery-optimized (high margin, easy to transport) food, with their own delivery drivers - and that a lot of other venues wouldn't do delivery, or would partner w/ a service like Lyft or Postmates when necessary, and it'd be expensive.

I think this would be a healthier place to be.