Sure, I'll switch between ride sharing apps based on cost alone. But I'll still want available drivers near me. I'm not willing to try multiple apps just to see if it's usable.

I think Uber/Lyft's customer bases are definitely valuable. There's a real business there post Covid-19. I'm not sure what the margins would look like though. I think an acquisition might be a good idea if it was cheap enough and it looked like competitors wouldn't be able to use vc money to offer rides below cost.