[msoad]

I don't understand how this article is claiming that ride-sharing is a zero-sum game. It's not a search engine or social network that "network effect" or customer experience is the main motivation for customer to choose the service.

People will choose another provider if they offer the service for pennies less. Heck people switch to Bing search for a few pennies a week in "Bing rewards".

I'm sure Uber/Lyft competition in the United States is going to be like Coke/Pepsi competition. It's a low margin business and a lot of people can do it. Therefore there is no way you can have a "winner take it all" situation.