What food delivery logistics? Ubereats is not tackling any part of the food preparation, food supply chain, or even the problem of keeping food hot. All they'

What food delivery logistics? Ubereats is not tackling any part of the food preparation, food supply chain, or even the problem of keeping food hot. All they're doing is pick up and delivery. There's no moat there and there's not a lot of untapped profit margin there. Ubereats could win in this market tomorrow and it still wouldn't be worth billions.