In addition to the many excellent points raised by other commenters, I would like to add: Amazon is raking in a ton of money from Lyft, and probably many other

In addition to the many excellent points raised by other commenters, I would like to add: Amazon is raking in a ton of money from Lyft, and probably many other on-demand startups. When they (all? mostly?) go bust, a lot of VC-fueled business to Amazon will disappear, perhaps rather abruptly. Not that I think Amazon will go away or anything, but there may be a step function in their profitability whenever the bust in money-burning startups comes.