WORLDVIEW: Naspers loves food delivery, but there are huge risks

If we’ve learned anything from the WeWork, it’s that reality matters – those lessons are eventually going to apply to Naspers favourite, food delivery.
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If we've learned anything from the WeWork, Uber, and Lyft listings, it's that reality still matters – companies still need to make money and costs are still costs. Those lessons are eventually going to apply to Naspers favourite, food delivery.

We're all familiar with the concept of food delivery – apps like Mr D Food, Uber Eats, and OrderIn allow you to tap a few buttons and get a hot meal delivered to your door in a matter of minutes. It's a wonderful thing for the busy consumer and it can help restaurants do more business.

But is food delivery as brilliant as Naspers claims? Recent developments in the market raise some hard questions.

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