After months of speculation, the great meal-delivery consolidation has happened!

Spurned by Grubhub, Uber announced it was buying rival Postmates in a $2.65 billion deal. This narrows the space down to three major players, we talk about how it impacts the market and consumers.

Then, we talk about a rumored subscription offering from Twitter, and why it might make sense from a monetization and talent retention standpoint.

Stocks: UBER, GRUB, TWTR

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