I 100% agree. Uber would like to own a 2 sided marketplace like Ebay, in which case it's nearly winner take all. The dynamics of ridesharing don't seem to match

I 100% agree. Uber would like to own a 2 sided marketplace like Ebay, in which case it's nearly winner take all. The dynamics of ridesharing don't seem to match up with that. Every driver in NYC has 2 or 3 phones running multiple apps, the supply is not constrained to any particular network. Autonomous cars owned independently would obviously be smart enough to take the ride with the highest revenue. Thus the marketplaces are going to have to compete based on how much they pass through to the car owners. The margins are going to be paper thin.