Probably some combination of all the above! I think 1 and 2 are interlinked though — the cheaper they can be, the more they build that moat. They might be eatin

Probably some combination of all the above! I think 1 and 2 are interlinked though — the cheaper they can be, the more they build that moat. They might be eating the cost on these APIs too, but unlike the Uber/Lyft war, it'll be way stickier.