Is the Ride over for Uber?
The problem with Uber Eats is exactly the same as the problem with Uber&#x27;s rideshare: there&#x27;s no difficult-to-copy element of it.  It&#x27;s been clear for at least seven years that it&#x27;s easy to spin up a food delivery service, just the same way it&#x27;s easy to spin up a rideshare service.  The basic technology is something a small team can conjure up out of nowhere in a few months, the two sided marketplace is heavily incented to abandon a given platform if another platform gives a better deal, and all the bells and whistles that a large development team can add to it don&#x27;t really move the needle in terms of value, enough to make the marketplace sticky.