You’re misunderstanding the argument. He is not claiming that Uber has any kind of moat. He’s instead arguing (as far as I can tell) that Uber’s disregard for l

You’re misunderstanding the argument. He is not claiming that Uber has any kind of moat. He’s instead arguing (as far as I can tell) that Uber’s disregard for local regulations expanded the supply and convenience of taxis to the point that more people could forgo car ownership or develop a habit of taxi travel not easily switched to other modes of transportation, paving the way for other companies to roll out fleets of autonomous vehicles. Not sure that argument really holds any water (the desirability of autonomous driving in an Uber-less world is counterfactual, so we can only speculate), but there you go.