Are you sure they should be aiming to be profitable through the biggest expansion in at-home delivery ever? Or should they not have invested more in growth through this period? Surely it’s only unit economics that matter, not whether they are profitable?

Wolt seems to become really popular. Which is funny because you really see how much less skilled their drivers are since they are new, with them I had one of the worst deliveries in years. But it's obvious they have a solid business model, subsequent deliveries were better anyway. Also choosing food is actually easier since all their partner restaurants seem rather high quality.

Not really exceptional. Lots of these firms sell a dollar for 80 cents so becoming more popular increases their losses. The real question is whether this sort of delivery service is still popular when priced correctly.