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Core Insights - The major players in the food delivery market are investing heavily in subsidies to attract consumers, with over 100 billion yuan spent to enhance user engagement and address long-standing traffic issues in e-commerce [2][3] - The ultimate goal of these subsidies is to cultivate user habits that lead to increased consumption and advertising revenue, particularly targeting the burgeoning instant retail market, which is projected to be worth trillions [3][4] Group 1: Market Dynamics - The competition among major companies is not merely about gaining market share in food delivery but is part of a broader strategy to secure user attention and spending power [2][3] - E-commerce platforms like Taobao and JD.com struggle with user engagement compared to social media platforms, which have significantly higher daily user interaction times [2] - Instant retail is emerging as a transformative force in consumer behavior, with a growing demand for immediate delivery of products, reshaping the retail landscape [3] Group 2: Financial Implications - The strategy of burning cash to attract users is aimed at achieving scale effects, where increased user numbers lead to better merchant participation and enhanced consumer experience [4] - This cycle can create a positive feedback loop, resulting in a significant "Matthew Effect" where a few dominant players emerge in the market, while others are pushed out [4] - The financial implications for consumers remain minimal, as they continue to benefit from low prices and promotions regardless of which companies survive the competition [4]