[alexhu11]

Do users pay for any of those services you mentioned? This changes the dynamic completely by forcing the user to become engaged.

At the core AirBnB and Uber are selling commodities. They appear to be the lowest-cost producer because of their cost structure and scale. The price advantage alone is a high wall to scale.

Could another entrant come and improve the AirBnB or Uber experience 10x? Maybe. I wouldn't bet money on it though.