I agree that this may not be a sign of trouble, although this has been happening with more frequency across the on-demand sector. However, I would also consider

I agree that this may not be a sign of trouble, although this has been happening with more frequency across the on-demand sector. However, I would also consider most on-demand companies as service companies, not product companies, and in doing so, you consider the base labor cost the same as your cost of goods sold. So the 80% driver cut for Uber/Lyft would be the same as selling a retail product at a 20% markup (assuming sales taxes and payroll taxes/worker's comp are equal, which they aren't).