Couldn’t agree more. The businesses try to be “platforms”, but ultimately limit customers to options that best fit the on-demand startup’s business model.
The plan goes awry when companies attempt to merge logistics with a platform model. The best platforms are open, but logistics startups are inherently limited in the variety they can provide.
There will likely be delivery platforms and there will likely be delivery firms, but one company can’t be both. Rather, the final platform will build on top of existing logistics capabilities (I.e. how Amazon builds on capabilities of FedEx and UPS) and favor the delivery/production firms that offer the most value to customers.