While the market does have strong network effects, it appears that Lyft can gain a sufficient presence in an area to compete effectively with Uber. If it contin

While the market does have strong network effects, it appears that Lyft can gain a sufficient presence in an area to compete effectively with Uber. If it continues to differentiate the experience, I think it can survive as a strong, much smaller #2 (as you apparently might agree with the Glengarry quote).