Earlier quoted context omitted.
In that case you should assume that FedEx will put them all out of business. There's a lot more going on than "delivery".
I wouldn't assume that. Fedex has many constraints on its business, and shares almost no core competencies with DoorDash or Uber. Its fleet consists not of nimble passenger cars, but of large, fuel guzzling trucks - making one-to-one pickups and deliveries inefficient and unprofitable. It also has no expertise in the area of recruiting independent contractors to perform work for it, which is one of the core competenc…
Uber, DoorDash, whatever, they're services glued together with server-side logic and mobile apps.
Fedex, UPS, and I'll even lump Amazon in there. These are logistics powerhouses. Their physical world equipment isn't a liability, its their advantage. Fedex and UPS have knowledge on how to manage a fleet of hundreds of aircraft, thousands of long-haul tractor trailers, tens of thousands of local delivery trucks, and hundreds of thousands of employees.
Your app does not have that. You have users. You have VC money. And while you might think you're more agile than logistics dinosaurs, they have the upper hand. Good luck.