Uber to Benefit From Online Delivery Push: NYU's Sundararajan

The transcript discusses the impact of the pandemic on Uber's business, highlighting a shift from rides to eats due to decreased travel. It predicts a significant growth in online food delivery, with Uber, DoorDash, and Grubhub competing in a large market. The rides business is expected to recover as people avoid mass transit. The delivery platform space is ripe for consolidation, with major players like DoorDash and Postmates potentially dominating the market.

What is the main reason for the expected growth in Uber's eats business?

• Growth in the rides business

• Shift towards online food delivery

• Increase in dine-in restaurant spending

• Decrease in restaurant spending

Why might Uber's rides business recover in the long run?

• The eats business will decline

• People will prefer mass transit

• Independent mobility options will become more popular

• Uber will stop its rides business

What strategic move did Uber make to strengthen its delivery market position?

• Acquired Postmates

• Partnered with DoorDash

• Stopped the rides business

• Acquired Grubhub

What impact has the pandemic had on the restaurant industry according to the transcript?

• Increased dine-in restaurant openings

• Shift towards cloud kitchens and online models

• Decrease in online food delivery

• No significant impact

What is the expected outcome in the delivery platform market?

• No changes are expected

• The market will decline

• A few major players will control the market

• Many small players will dominate