While margins in on-demand are usually pretty slim, companies can get pretty creative about opening up revenue streams: ad-serving, corp partnerships, enterprise pricing, licensing out tech).
None of these are a silver bullet, but they open up new growth that isn't tied to the standard hockey stick growth curve people use to get funding.
That's actually an interesting point. Uber Eats and the various scooter companies are just the very beginning of these companies trying to branch out into new areas of revenue. Whether they can branch out into profitability... I guess we'll see!
None of these are a silver bullet, but they open up new growth that isn't tied to the standard hockey stick growth curve people use to get funding.