Toast has quietly switched from DoorDash Drive to Uber Direct for all merchants using Toast Delivery Services
this is a huge move that removes DoorDash as the default delivery provider for all Toast restaurants
DoorDash has been increasingly building into the restaurant tech stack, threatening Toast payment processing & SaaS revenue
while Uber has avoided building 1P ordering products, opting to grow its delivery business and ad revenue as its top priorities.
$TOST & $DASH are on a collision course in local driving a wedge between their alliance
screenshot & summary via Perplexity
