UberEats will be bigger than uber
May 31, 2018
36 Comments
Just had the opportunity to try out. Smooth experience with no hassle at all. ETA is also reliable even at mid night.
This is game changer for uber. Cuz Uber can make money from delivery as well as advertising. Going further, it can collect your eating flavor and personalize recommendation, creating entry barrier for monopoly. (Unlike ride sharing)
Uber team has superb execution hence I believe they will do this well.
comments
UberEats claims to be on a $6B annual runrate (see https://www.recode.net/2018/5/31/17390076/uber-ceo-dara-khosrowshahi-code-conference) and growing 200% yoy.
π