When AI melts away these rent seeking marketplaces like Uber, Doordash, Amazon, etc, they won’t go as quietly as the people they displaced.
Easier for them to adopt AI than AI companies to rebuild the networks
Ghost kitchens might since that’s the only sales channel they are utilizing.
The missing part is the crowd sourced delivery. That will be more difficult to build like Uber and DoorDash have, but I’ve noticed the restaurants I use employ their own drivers so maybe we can tap into that.
Over time, profits tend to decrease. To a point you can counter that by expanding and entering new markets but ultaimtely you reach the point where your only options are raising prices and/or cutting costs. To maintain this you often need to engage in rent-seeking behavior (eg national ISPs lobbying to make municipal broadband illegal).
As an intermediary, Uber needs to increase their margin at the expense of the driver, the customer or both. Same with DoorDash and all these others.
You see this when people try and start intermediary businesses like MyClean, TaskRabbit, tutor services and so on. They all face the problem that the customer and provider are always better off leaving the platform and dealing directly because the value-add of the intermediary is a lot less than what they charge to justify their profits.