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Who's Really Winning? Most platforms today are cash-burning machines. โŒThey charge high commissions from restaurants. ( 30% ) ( Menu and Platform Price difference 30-50% ) โŒThey overcharge customers to make up for discounts. โŒThey underpay driver

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Amandeep Singh

Co-Founder @ The Waf...ย โ€ขย 1m

The real question isnโ€™t just "Whoโ€™s winning?"โ€”itโ€™s "Whoโ€™s losing, and for how long?" The traditional food delivery model thrives on artificial economicsโ€”burning cash today in the hope of monopolizing tomorrow. Itโ€™s a cycle where restaurants pay more, customers get tricked into discounts, and delivery partners hustle for peanuts. Eventually, someone has to pay the real priceโ€”whether it's through unsustainable commissions, hidden markups, or shrinking incentives. But here's the catch: If the cycle breaks, does it truly get better, or does it just reset with a different winner? Xces claims a fairer model, and on paper, it looks promisingโ€”lower commissions, better driver payouts, and direct savings for customers. But the real test isnโ€™t just in whatโ€™s written; itโ€™s in execution, longevity, and adaptability. The industry doesnโ€™t need another disruptor that shifts marginsโ€”it needs a model that can sustain itself without burning capital or squeezing one player over another. If Xces can prove that fairness is profitable, not just idealistic, then maybeโ€”for the first timeโ€”everyone wins.

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