I mostly agree with you, but I think what's happening here is reminiscent of the e-commerce vs brick&mortar debates from years ago. Ultimately, Amazon started a

I mostly agree with you, but I think what's happening here is reminiscent of the e-commerce vs brick&mortar debates from years ago. Ultimately, Amazon started as an e-commerce business that has a whole ton of brick and mortar capital and infrastructure. For a long time, tech companies wanted to do everything virtually (apps, cloud, etc) and people NOT from the tech industry had an understanding of the brick & mortar world and harnessed tech to create a boom of some kind. I think Uber is like that, in that the level of tech needed -- not just an app, but a global infrastructure that has to stay up and takes payments in a lot of countries -- when married with the real world, created a kind of behemoth. They're also financial structure jockeys, and We is more contracts & funding and not really all that much tech.