That works - to a price point. There's a threshold where the described behavior is overcome. I'm sure there's a marketing term for it (I don't know it) but the

That works - to a price point. There's a threshold where the described behavior is overcome. I'm sure there's a marketing term for it (I don't know it) but the OP is not off-basis. If some new company with deep enough pockets starts promising No Unlock Fee and $0.15/min, they could quickly capture a lot of Bird, Lime, etc's market share. They'd be burning cash at an unsustainable rate, but there is no moat between these businesses at the moment.