Dec. 1 at 4:40 PM
$LULU When I see giants in delivery burning billions chasing scale and fighting over a
$300B+ pie, I’m not trying to compete with them, I’m front running the next layer on top, a microcap software player that doesn’t own a single truck or kitchen but can skim value from every
$20–40 meal that gets attached to a video meeting, that’s the most asymmetric way I know to benefit from the big war in this sector 🧠