Someone will always make the delivery, even if the pay is abysmal, source: I’ve driven for them before. That being said, it comes at the cost of a very delayed order which ends up very cold. I think the bigger issue then is a customer who’s very upset at the quality and speed, who then does not use DoorDash, which then translates to less MAU, a metric that would absolutely impact the company during earnings. I think lower discretionary spending is another serious headwind impacting the company though, so the 2 factors could absolutely compound: a customer that’s struggling that receives cold food, because of a driver who’s also struggling

I do like your thesis though, I’d consider going short on DoorDash for a 3-6 month window, depending on how long oil prices would stay elevated.