On-Demand companies innovate in just one area
Distribution is not new
Delivery systems are not a groundbreaking concept. It's just the infrastructure and costs today make it more possible.
It doesn't seem like there is room for a lot of players
The space is admittedly big. But requires a lot of verticals. You see Uber going into food. And food delivery going into everything delivery
Whoever scales faster becomes the go-to
Seems like if Uber has more drivers and can get around faster, they will be used and nobody else. Similar to how Uber is used way more than Lyft
Most on-demand companies won't be able to scale
And I believe one will rule them all. Current bet? Probably Uber.....
I'm no expert. These are just my observations.
Please argue and let me know your thoughts!