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The difference is that all these food delivery companies need to acquire both customers and drivers. Uber already has the drivers and the infrastructure for de
by pfarnsworth 10y ago
The difference is that all these food delivery companies need to acquire both customers and drivers. Uber already has the drivers and the infrastructure for delivery. That makes it much easier for Uber to compete against companies like Postmates. I honestly don't think Postmates, Caviar, et al. have much of a chance over the long haul.
- madeofpalk 10y agoActually, they need to hire customers, drivers AND partner restaurants. Makes it quite difficult having to 'manage' three individual parties.
- gumby 10y agoSorry, I didn't mean to imply Uber as a competitor to Postmates-etc/DoorDash-etc/dry-cleaning-delivery etc. I just meant Uber as also being in a class which has only moderate barriers to entry. I agree with you that these delivery companies have little competitive advantage or particularly good business models. I don't really see what advantage Uber has over Lyft, Didi etc except the balance sheet and using it in the hope of doing the largest, fastest land grab possible. To draw a tenuous analogy, it's hard to say that the 17th-19th century European land grabs worked out that well in the long term.