I think tech companies that are in sectors like this with a great deal of money moving around a few different entities tend to inadvertently operate as de facto cartels in a lot of ways. They tend to mirror business decisions due to poaching eachother for the same talent and consulting with the same agencies who are giving them the same information and findings. The way they set up their companies and operate is all pretty much the same and designed to be similar so as to be useful for investors looking to compare businesses in the sector. ux patterns are the same or similar enough. How they pay their drivers also the same or similar enough. When there is this much similarity of behavior in the sector one has to ask if there would even be a difference for the consumer between having all delivery under 1 company or 10000 companies all operating the same business model? No different than a small town restaurant scene lost to 15 different chain fast food restaurants all operating the same franchise model: customers have diversity of business on paper, but not really since it is all just more or less the same sort of business with marginally different offerings.