I always considered that a dubious business model. It's outside of Uber's core competence, and it won't lead to superprofits/a moat for very long, since they'll

I always considered that a dubious business model. It's outside of Uber's core competence, and it won't lead to superprofits/a moat for very long, since they'll have competitors. Sure, it lowers their costs, but once a second (third, etc) competitor has SDCs, Uber will be able to charge a lot less as well, because competitors will have lower costs too. It's not the golden ticket to profitability. I've been long hoping, for their own sake, that they'd sell off the SDC division, since it was hurting their balance sheet anyway. Glad they've seen the light.