Valid question.

It's worth noting that as a partner at YC, Gary has obvious interest in billing any of their portfolio companies as "iconic".

I'm not saying it's not the case for Instacart, but more saying it could be said as a doting parent. Of course your parents will perceive you as such.

Garry said "on its way to being", not "has become"

It is basically Uber for Delivery. So, if it can pull it off, it'd be a rival for Amazon's ecommerce crown.

I think that is what he was getting at. It has the potential.

> It is basically Uber for Delivery.

I think you're confusing Uber with...umm Uber. This is exactly why Uber is evaluated at $17bil (or whatever number they're saying today) because it's ability to handle the software logistics of delivery...any delivery, regardless of whether it's a package, person or food.

It's also why we're seeing a plethora of restaurant delivery start-ups (Door Dash, Sprig, etc come to mind) as VCs race to capture the market.

When Uber enters the ecommerce market let me know?

Also that "rush" might be due to Uber in your mind but it isn't really a "rush".

http://en.wikipedia.org/wiki/GrubHub

GrubHub and a bunch of others were at it 5+ years before Uber existed.

And what's your explanation for Uber's $17bil evaluation in a $11bil taxi market?

1) People irrationally believing in Uber's ability to expand.

2) There was a reason a large number of potential investors dropped out at around the 10bil market.