Half of people get rides, the other half don’t, as happens with taxis today. It’s unreasonable to assume the physical world has the elasticity of technology resources.
A competitive advantage has no value without a path to profitability.
If you can’t kill taxis with tens of billions of dollars of VC investment, how does the last bit of cash Uber has help?
Uber's rideshare business appears to be almost revenue-neutral. So if you're waiting for Uber to run out of cash, you'll be waiting a while. Worst case scenario, they stop pouring money into their money-losing ventures and focus on rideshare.
It's a real pity that there is no 'HN Quotes' section, I'd definitely nominate this one.
Workers > Customers > Shareholders (this is Costco’s stated priority by the way; they do very well and treat their employees well)