How Marketplaces Are Becoming Their Own Delivery Networks

Episode 17 of The Platform Economy explores a major strategic shift: major marketplaces are building their own last-mile delivery networks instead of relying on third-party carriers. Lucas and Luna break down the economics using DoorDash's logistics push, Amazon's decades-long build-out, and Instacart's carrier partnerships as case studies. They examine unit economics, the tension between asset-light and asset-heavy models, and what this means for smaller players. Specific numbers include the 30-40% cost reduction DoorDash claims for merchants using its own fleet versus third-party couriers, and the $1.7 trillion global last-mile delivery market. The hosts discuss how delivery becomes a moat in a competitive landscape where speed and reliability are table stakes. #Marketplace #LastMileDelivery #Logistics #DoorDash #Amazon #Instacart #PlatformEconomy #DeliveryNetworks #UnitEconomics #AssetHeavy #AssetLight #VerticalIntegration #ECommerce #NetworkEffects #BusinessStrategy #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo