I never understood the way Uber wanted to win. There is essentially zero moat, especially because the drivers are not employees in their model. So even a small

I never understood the way Uber wanted to win. There is essentially zero moat, especially because the drivers are not employees in their model. So even a small competitor can just slightly pay more to the drivers, and cost slightly less to the riders, to grow. The only way out is replacing the driver, and protecting that technology. I don't see either of that happening. If technology gets good enough, Tesla/GM/VW will have it too. And they have a cheaper access to cars.