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They do: logistics, and robotaxis. They're already doing food delivery. There is a lot of room for growth.

Sure, next they can corner the lucrative home improvement supply home delivery market. $50 to pick up a load of lumber from Lowes and deliver it to your back yard.

Home Depot has pretty cheap truck rentals if all you need is to take a load home in under an hour... $20 IIRC.

Pretty much every hardware store already offers delivery and doesn't need a middleman with Big Tech cost structures.

Very small TAM because most people who are DIY, ya know, like to do it themselves xD

Why on earth would I hire Uber for logistics?

And why would I look to them for robotaxis? Waymo seems way ahead of them.

If you wouldn't, that means there is room for them to grow ...

No, it really doesn't.

If you charge people $100 to deliver a loaf of bread and you have 0 customers it doesn't mean anything about your potential market size or equilibrium price to deliver a loaf of bread, because you have 0 data points.

What are you talking about? They logistics market is already huge, and the robot taxi market will be too, as the technology improves.

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