Customers don't care about the block chain yadda-yadda. The value these companies provide is the uniform and optimized (well, at least for the average) user exp

Customers don't care about the block chain yadda-yadda. The value these companies provide is the uniform and optimized (well, at least for the average) user experience. Users don't install apps and a lot of startups (or just app developers) don't get it. Yes, users on average they will have quite a few apps on their phones (lets say ~100ish), but there are millions of apps out there. And most users will just have one app per (most) category. Not only because it's inconvenient to go and install that new app and then register and maybe enter your card details (if you don't have google or apple pay), but because it's just easier to think "food => DoorDash" (or Wolt, or FoodPanda, etc.), "taxi => Uber" (or Bolt or maybe your local taxi company), "ride => Lime", "search => google", etc. And once you have a lot of customers, the rest is simple. (Getting a lot of customers is hard and, of course, can't happen without building the other side of the business, but that's not the point.) If it wasn't for this, there would be competing delivery companies, multiple per cities, not just one, maybe two.