Tyler Crowe

And so as you guys looked at, again, conference calls, earnings, maybe some press releases that you've seen over the past quarter, what's been going on with DoorDash, is this just like a one-time blip?

Is this something that there's something else going on here where costs are expanding because of who they're delivering to or something like that?

What am I missing when I see this and the market reaction?

All right, so we have a big acquisition coming in Deliveroo.

Also, it looks like, you know, the mix of deliveries might be headed towards ever so slightly compressing margins.

So with kind of these like, I would call them shorter term, like headwinds or elevated costs or whatever you want to call it,

do you feel like the company is on track with what they want to do as an investment today like if you were to look at this company and be like if i wanted to buy shares today would you say kind of like all all green lights ahead what are some of the things that actually may have concerned you that would make you either think twice or make you want to think a little bit harder before you actually make the acquisition yourself

After the break, we're going to do a dip into the mailbag.

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Now, our biggest question is about the SaaSpocalypse.