What I'd like to know are the demographics of the people using the delivery apps.
Everyone I know refuses to touch them due to the massive extra costs piled on top, but whenever I swing by somewhere in-person to get takeout, I have the same experience as you - there's always at least a few bags on the "Doordash shelf" or equivalent. Who's burning all this money?!
I moved back to the USA, SF in June 2021. I stayed with a friend and parnter for 5 days. In those 5 days they ordered via doordash for ~8 meals (lunch and dinner).
You cannot will a studio into existence with money. Google tried this. Amazon tried this. Microsoft has tried it a bunch of times.
Games can be a good business, I know my studio is, but it is hard in was that traditional business methods cannot cope with.
So Lego, make sure you acquire TT. That is your only clear opportunity to use money to solve this problem. Otherwise find a bunch of Lego fan gamers and hire them to make experimental games for half a decade. Don't listen to that VP who is promising you can push XXXmillion into an org chart and get an effective studio as the result.
I have hard of MS's issues. The biggest issue is a game dev team is generally lead by a game-director. It's not a "design by committee, come to consensus" type of thing like software dev is at Amazon, Google, Microsoft. The way work happens is not the same. They might look superficially similar but as a simple example, at typical game dev team is 70% artists, 20% game designers, 10% software engineers (+/-) where as a typical team at Amazon, Google, MS is 95% software engineers.