What do you mean by execution? As a user, I've used them all, and like Uber Eats overall UX the best. But I suspect you were talking more about business operations?
If I was an investor, I would be worried that the CEO with no operations or technology experience is also the COO and CTO, is the one leading the operations and technology integration.
UberEats and Postmates have the worst execution in the space compared to Caviar (owned by DoorDash), DoorDash and Grubhub.
Dara is a banker, he doesn't know anything about operations. This will end bad.