Do we think the DoorDash/Klarna thing is really about “financing a burrito” or is it some kind of attack on the catering industry for large banquet orders. Is anyone actually in that space here to comment?

Yea I’m thinking it would be pretty smart of them if it’s valuable for B2B and hopefully the normal person won’t really use it

wouldn't this be a good thing? catering seems to be a much more sustainable model 

Australia has had bnpl on just about everything for a while and i think it's just made ppl worse at saving while also making it look ppl are spending more

If we knew what it was we were doing, it would not be called research.

Well yea of course I hope the markets have plenty of liquidity 🤣🤣

People are about to 10x leverage on Burritos

Yeah, I don't get it either. 

Wouldn't people just cook at home if they can't afford it?