Maybe you are right for the US, but here in Germany at least, and I could be wildly wrong about numbers:
- Uber: not a game changer, popular with a certain demographic, but taxis were mostly fine anyway
- airbnb: ok, huge
- doordash/etc: maybe executing a bit better, but delivery has existed just fine
- instacart et al: now we get to the real thing. groceries delivery had only been done by a couple of chains, and sometimes only for a couple years, then abandoned again already. so you never really got whatever you wanted, from where ver you wanted. Paired with our sometimes very limited shop opening times (6-20 at most, in recent years more, but just in some states) this was different, e.g worth it even if it is not your weekly haul and/or alcohol for a party.