alt Hacker NewsMaybe? It's a plausible theory. But these operations are all wildly unsustainable financially at the moment, and it's not clear where they'll get future data from, having destroyed a lot of the incentives that generated their current source content.
Bubbles are not a great time to form intuitions. WebVan [1] and Kozmo [2] also seemed to herald a new age. Decades later, brick-and-mortar grocery stores and convenience stores are still doing fine.