There's going to be one company that wins the delivery space (probably the one with the name that rhymes with Hans Gruber), It simply makes too much sense for t

There's going to be one company that wins the delivery space (probably the one with the name that rhymes with Hans Gruber), It simply makes too much sense for there to be an AWS of logistics. But there's going to be a lot of M&A along the way and a lot of these companies seem to be building themselves as acquisition targets instead of independant businesses. Just like every tech giant has to have a music streaming service, a phone OS and an intelligent assistant, they'll pretty soon all have to have a food delivery and virtual laundry service too. So the downside is pretty derisked as long as you can stay as one of the top 3 or 4 candidates in your vertical and you don't burn too much cash before Daddy Warbucks takes you under their wing. Plus, it was not a priori impossible that the company that wins the logistics-as-a-service space might come from food delivery instead of people delivery. Food complains a lot less, it's way more bursty and it benefits from economies of scale in way more attractive ways than people. As long as the food delivery startups remain valued at around the billion dollar mark, it's a 50:1 cheap bet that food might be a more attractive pivot point in the land grab than people.