In one move, Uber substantially hindered a big competitor. Let me explain why... 1/
There just isn't enough money in food delivery for their percentage to add up. So, DoorDash had to find a way to make more per order and tips did that.
But they had something DoorDash didn't: other lines of business.
Then, they execute and wait...
DoorDash has no choice but to capitulate, damaging their unit economics as a result.
/End