It all comes down to demand for me. These legacy+tech companies create additional demand by virtual of their tech. Uber services opportunities that couldn't be

It all comes down to demand for me. These legacy+tech companies create additional demand by virtual of their tech. Uber services opportunities that couldn't be serviced by traditional taxi companies (on demand, low latency rides). Which makes the crux of these businesses "Does your technology create enough additional, currently-unserved demand to hit your growth targets?"