In a healthy ecosystem, Uber should have its share of competitors as well. Drivers can switch to services that pay them a bigger share, riders can switch to ser

In a healthy ecosystem, Uber should have its share of competitors as well. Drivers can switch to services that pay them a bigger share, riders can switch to services that are cheaper. Rather than monopoly, this should be a commodity. If competition utterly fails then there could be a problem. We can see this in search, where Google had a vastly better service for a really long time. Now they primarily sell advertisements. The end result is a marketplace where the most visible companies are the ones that most effectively extract value from the user (since its bid based, the more you bid the higher your visibility.) Since transportation is a lot more clear cut than hotels or insurance, I would lean more toward the commodity side. The bigger wildcard is who will have control and access to automated driving? I am hedging on a future where cars drive themselves and companies license technology and lease cars rather then sell them outright. If this is the case, Uber has to pivot or be acquired to survive.