The network effect starts with the drivers. Whoever can become the reliable service by always having a driver nearby will become the first app opened. Right now

The network effect starts with the drivers. Whoever can become the reliable service by always having a driver nearby will become the first app opened. Right now consumers are going to where the drivers are, but eventually that will flip for Uber once it reaches the saturation point. Then Uber will proceed squeeze everyone(including the drivers). Ebay is probably a good analogue for ride sharing.