[2pasc]

It's incredible how fast Uber executes: they launched in the same month: 1/moving in Atlanta 2/convenience store in DC 3/lunch in LA 4/ride-sharing in SF

The one thing I am not sure is how they could branch out of pure "people logistics" (and into commerce). When I am hungry, would I open the Uber app, toggle 10 things and see the menu or just open Sprig/Spoonrocket? People always mention Amazon, but Amazon is search driven so I can find anything, that's ok. As for Uber, it's a totally new mental model they have to create. I guess for them, it is about the "Now". That being said, they have millions of users and CC on file, so it would be easy for them to create other apps for these different experiences.

[kalleboo]

Don't forget they also just launched an API. The goal of that may be that restaurants can put "get this delivered via Uber" buttons in their apps.

[2pasc]

That is for sure. But it is also assuming that stores know how to generate demand for their restaurant. The way they have out-executed Postmates is really crazy.

[bengali3]

well, for anything delivery within hours from amazon we just need to connect the dots from here:

http://danilnagy.dreamstudionyc.com/index.php?/research/get-...

to

https://www.uber.com/cities

using $200/hr aircraft