Am I under the wrong impression or are these 'sharing economy' companies, created and grown successfully by using other people's real-stuff, now moving towards

Am I under the wrong impression or are these 'sharing economy' companies, created and grown successfully by using other people's real-stuff, now moving towards owning that stuff? Seems like I read about one of the 'sharing transportation' giants buying fleets of cars, and often hear about how Uber's endgame is to own the cars (and for the cars to drive themselves). IF it's true, I'm not sure it's surprising. If your entire business model is software that can run just as well with commodity hardware, what exactly is your advantage over the competition other than 'first mover' inertia? Is this a naive view? It seems supported by the fact that the few super-successful loci of 'sharing economy' have been populated by several players by now. Just look at how many ride-sharing platforms are there: Uber, Lyft, Ola, Careem, Didi, Lime, Bird, 99, Juno, etc. A quick google search tells me there are many AirBnb competitors, too, although maybe due to my profile I've never heard of any