It comes down to this question: are they Viaweb or are they Amazon?

If they're Viaweb then they should only do "taxi-like" stuff and should throw away all the automation and other businesses.

If they're Amazon then they are in transportation. Eats acts as a flywheel - more pay for drivers, more demand for drivers, more supply of drivers, more loyal customers, more revenue from customers. They should do automation, be involved in trucking, eats, scooters... add more flywheels.

What's the right strategy? We'll know in 5 years and all proclaim that it was obvious!