I think we've reached the point where we need to adjust our concept of what constitutes a tech company. Many of these companies do develop their own technology but it's only a means for improved delivery of their primary product or service, rather than being the product or service itself.

The default definition of a tech company lingering in peoples' minds seems to be any company using in-house software to conduct their business, but that describes most of Wall Street, the entire automotive industry, and so on. Why not be more specific?

Lyft, for example, is a transportation company - providing software and/or hardware is not a primary revenue stream. Similarly, Opendoor is in the real estate business, DoorDash is in the food delivery business, etc.