Not sure I follow the logic. "[Google] stuck in me-too mode and have been for years. They simply don’t have innovation in their DNA any more. And it’s because their eyes are fixed on their competitors, not their customers." [...] "I just witnessed history in the making. (...) I have not seen a land rush this massive since the early days of the Web, and it just might be even bigger. So what is Grab? Well, the simple a…
And given those apps have managed to re-arrange e-comm, on demand, banking & payments industries over the course of a few years id say they are pretty innovative. Take a look at what Kudo (a grab acquisition) does for example.
Also agree with the comment below re countries with high un-employment. At least here in Indonesia on-demand services seem to have made a net positive impact on income levels for low income demographics. Hopefully when one emerges as the victor some regulations are put in place to make sure this remains the case.