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