Hi Piyush, thanks for your suggestions. Those are all interesting avenues. Some thoughts of the top off my mind, 1) Probably yes, I think GrabKitchens contribute a significant volume to Grab's food GMV and they are quite successful as the pioneer of that concept. 2) I think it's a natural progression, as their merchant network is already huge and contains many F&B brands as well. So food is (for now) just an expansion into instant-delivery and yes what you say about Meituan and O2O as the benchmark here probably makes sense. With on-demand delivery, e-commerce and food delivery converge... 3) I think the only real moat is fleet, which I talked about in the article. Grab/GoTo claim that there are advantages from having passenger rides+deliveries mixed. That this means better area coverage, more stable income for riders, better mapping/ETA etc. The other thing is, how specialised will Shopee get with food? Grab/GoTo already have many ancillary services for F&B, like consulting, even supplying ingredients and so on. My feeling is, ShopeeFood will focus on the delivery aspect, while Grab/GoTo embed themselves more with the merchants
Nadine Freischlad