They're compared because they own the distribution in their respective markets. That's key. That being said, here are the risks on the supply side for both in

They're compared because they own the distribution in their respective markets. That's key. That being said, here are the risks on the supply side for both in very different ways: - Uber: Drivers are fungible and can move to any platform they want. Two risks here...unbundling (already happening) and driver acquisition cost. - ABnB: If their supply bundles itself together, it doesn't need to pay a distribution fee and ABnB is done.