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UberEats will likely win in the long run... On-demand is just a long-term game of leading and losing money... Uber has the distribution and the money that will
by whoisjuan 9y ago
UberEats will likely win in the long run... On-demand is just a long-term game of leading and losing money... Uber has the distribution and the money that will allow them to lead and lose for longer than anyone else.
How much money can all these companies lose before finding themselves in a dead-end? (no positive cash-flow, no more investors willing to invest, no more local market first mover advantage).
People who deliver for these companies will do it for the ones that can give them more business and larger commissions.
People who order from these companies will do it from the ones with the largest selection and the lowest fees...
Only Uber can pull-off the economies of scale to arbitrate those two sides without running out of money.
- mathattack 9y agoUberEats will struggle unless they didn’t service issues. They are slaves to the whims of drivers who can cancel orders at any time.