[sharemywin]

the problem is most of amazons profits are in cloud services. moving something from point a to b is expensive and hard to get economy of scale.

[wastedhours]

Part of the argument is the Uber is building product infrastructure of their own - Amazon built AWS as part of their everyday working, Uber could roll out delivery, autonomous tech or even their financial services as separate strands once they've reached pervasiveness.

[SyneRyder]

Indeed, Uber already has their UberEATS program where they offer home delivered food from restaurants that don't yet have their own delivery service. So they're already experimenting with providing delivery & mobile payment processing services.

[Guyag]

I'd be interested to see how UberEATS turns out. Deliveroo has had a year on them, and at least where I am I think the latter is still the favourite.

[wastedhours]

Yep - much bigger fan of Deliveroo, but whilst UberEATS might fail, could almost see them being more of a delivery API and last mile brand than the full restaurant service stack.