To me this transition seems much more obvious for something like Uber:
Manage rides -> manage deliveries -> manage booking with places that are already in network -> expand bookings from restaurants to other services -> expand bookings to hotels -> vacation homes.
But honestly going the other way around isn’t that crazy.
Uber also had the good sense to not bake a narrow service category into its brand.
It's also about iterating on internal capabilities, processes, technologies across design, sourcing, manufacturing, etc.
What makes it into each year's phones is what's had the kinks ironed out, and all the commercials sorted.