> I think this is pretty common across industries where a platform acts as an aggregator/marketplace. Case in point services like Amazon.com, Netflix have their own brands/content as well. Netflix is known for using data of people's content consumption to make new content. I think this makes sense for two reasons:-
In this case it's quite different, I believe, in that Uber will notice an underserved market and reach out to existing players/small business in that area to expand into that market. This sounds very different than Uber using their market knowledge to create a competitive advantage for themselves.
This is just the cynic in me; but I think this is just for now, because it allows them to test these theories and ramp up faster. In the future Uber might just decide to go the Amazon way or just cut deals where they earn significantly higher margins compared to other restaurants.
I think that would be smart - I emailed a similar idea to a doordash recruiter a while back.
They should use the data from food delivery to find the most commonly requested items and then just have kitchens make “Amazon basic” versions with nice packaging/branding that undercut on price.
I think this could be a new type of fast food take over if done right.
In this case it's quite different, I believe, in that Uber will notice an underserved market and reach out to existing players/small business in that area to expand into that market. This sounds very different than Uber using their market knowledge to create a competitive advantage for themselves.