The problem is that Uber doesn't control the platform. It doesn't control the cars that it uses, or the laws, or anything. It has no natural moat - its moat are

The problem is that Uber doesn't control the platform. It doesn't control the cars that it uses, or the laws, or anything. It has no natural moat - its moat are the money it has. But the moment a car manufacturer that has significant production capacity deploys self-driving cars on it own, with an app to rent-a-ride on its platform, and the caveat that the self-driving tech cannot be used on the Uber service (Tesla, I'm looking at you), Uber is toast.