There's also the more obvious thing that affects retention which is simply bad service. We've all had bad taxi rides but overall the variability in possible se

There's also the more obvious thing that affects retention which is simply bad service. We've all had bad taxi rides but overall the variability in possible service quality for Uber is pretty low. But Homejoy died because so many people didn't like the quality of the service. I honestly question the premise that people want more on-demand services, given that the major companies that are succeeding in this space were already on-demand (hotels, taxis, food delivery). What market has shifted from not-on-demand to on-demand?