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 expected competitive landscape for the delivery platform space in the near future?

What role do digital platforms play in the survival of restaurants according to the discussion?