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Well, there's a difference between being able to work for multiple systems, and having all or nearly all drivers actually doing that. Is there anything to sugge

Well, there's a difference between being able to work for multiple systems, and having all or nearly all drivers actually doing that. Is there anything to suggest that all or nearly all drivers actually do that? In SF i see most uber drivers exclusively driving for Uber (but most lyft drivers seem to be on both systems). That's an admittedly small sample size, so is there some evidence that isn't accurate?

sharemywin 11y ago
the idea that it's a winner take all market is crazy to me. it's too big a market and too many people to sell the service. Can't be long before priceline, expedia etc gets in on the game. if lyft let sellers set pricing wouldn't that offer better pricing to win over that segment of customers. If Uber is able to transition to driveless cars that might be different.
aianus 11y ago
You don't need the drivers working for multiple systems, you just need the users to be using an aggregator that connects to multiple providers, like Kayak or Expedia do for flights. Once the user is blindly choosing between providers based solely on price/ETA then the established companies have no advantage anymore and the margins will go to zero just like the airline industry.