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@SecretCapital_ @east_cap Each drop will cost DoorDash $10-$20 in labor (direct …

@SecretCapital_ @east_cap Each drop will cost DoorDash $10-$20 in labor (direct costs + overhead) either the consumer will have to demonstrate a high willingness to pay (Americans are pretty cheap) or adjacent fee streams for $DASH will need to be massive contributors. At $60B in EV, what’s mispriced?

Source by Pequot Capital