The unique situation of San Francisco seems to encourage a lot of startups that don’t actually make a whole lot of sense anywhere else, or at least certainly don’t have a strong enough model to support many competitors. Even the food delivery thing, which is relatively sane compared to, say, subscription juice bag squeezing, is not very profitable at scale. The biggest operators in the UK are losing money hand over fist, apart from the one that doesn’t have to pay drivers, and the sector is already consolidating.