He seems to say that Uber's recent price drop is due to more efficient utilization, not lower driver wages or a VC-subsidized price war. That's plausible, but

He seems to say that Uber's recent price drop is due to more efficient utilization, not lower driver wages or a VC-subsidized price war. That's plausible, but is there any good data on what Uber drivers make, or how much margin these price cuts leave Uber with?