What is the importance of order frequency in driving value for on-demand delivery companies?

They can grow the pie by increasing AOV, increasing frequencies, or new customers. And I think it's related to the prime subscription. Um, because one of the benefits that increasing AOV has is that if someone is not the prime user, you would make a lot more delivery fees because they're ordering much more often. 

But once they become prime members, the platforms make the prime pricing somehow that they can make money out of the fee. I think then the upside on delivery fees from frequency, it's limited but it’s reflected on the prime membership.

If you look up the revenues from the online food delivery player, it's basically like 90% comes from commission, which you charge the restaurant and the delivery fee that comes from your users. The most important one by far is a commission that you get from restaurants. 

So from an order frequency perspective, if a user orders 4x instead of 2x, then you're making much more fees from restaurants.

It doesn't matter if they're a prime member or not. Um, like maybe from a delivery perspective, you're making the same, but you're making much more from the commissions that you've charged through restaurants.

I think that frequency is one of the key levers to grow.