It appears as a wide moat but I'd wager that in reality it's not. The key factor being unlike most networks, economics rule Uber and Lyft's platforms. That's a

It appears as a wide moat but I'd wager that in reality it's not. The key factor being unlike most networks, economics rule Uber and Lyft's platforms. That's a massive incentive. If as a rider, I can get a $5 ride for $4 with a similar experience and the driver knows he can make every last penny of that $4 (instead of $3), I don't see why eventually it wouldn't convince them to switch.