Split the world us/china/other and ignore minor players and there are 1/3/1. In a given are there is competition but the local competition is likely to be push

Split the world us/china/other and ignore minor players and there are 1/3/1. In a given are there is competition but the local competition is likely to be pushed out by Uber Eats who could undercut them out of business for a while. Or just have better tech / customer experience due to scale (looking at you Menulog)