You can't own that market at least the way Uber or Lyft do it. It's so easy for their drivers to switch and it's easy for their customers. In my view they will keep their dominant market positions only while they subsidize rides and lose money. But as soon as they raise prices to be profitable there will be plenty of competition.

I think the endgame is to dump the stock on the public market so investors and execs can cash out and mission accomplished. I don't think there is any viable long term plan.