He does not own DASH and its rating scares him, especially when Uber shares are available at these valuations, which makes more sense; on valuation he prefers Uber over DoorDash.

So, you're saying that the success of Uber, Dordash, and other companies means the success of Toast regardless of anything else.

Unlike Dash, where the structure is almost identical, but they have a higher percentage cut from restaurant revenue. For this reason, the price of ordering food from restaurants like Chipotle or others often increases when using the DoorDash app, because the restaurant says: "I will not bear all these fees, but I will make you, as a customer, pay them."

But you can also use some of these systems, which gives you more options. This is why the operating system is the restaurant's own system, and not Uber Eats or DoorDash. They are merely a delivery mechanism, but Toast is still the foundation. I think that's what gave them power.

I do n't know if you own DoorDash shares as well. I do not own DoorDash shares yet. The rating scares me. Yes. Especially when you can get Uber shares at these valuations, I think. Yes. This makes more sense.