Unless you think the pandemic has created a significant shift in consumer behavior with respect to takeout--like it probably has with grocery delivery--it's hard to see how delivery companies unable to make money over the past year will do so in the future. And I'm not sure why people would change. The overall take one hears is nice to have (even essential in some views) during pandemic, but expensive and unreliable.

The fact is that mainstream, even upper middle class, consumers won't en masse pay enough for some sorts of services to work when extended beyond the niches when it already does work.