[maxerickson]

It depends on bit on whether you think a ridesharing brand is a defensible monopoly.

Even if they figure out some onerous legal contract that forces drivers to work exclusively for Uber, other drivers will sign up for a company that charges consumers less and pays drivers more.

They get praise for their logistics expertise, but advanced routefinding using digital maps is literally a commodity (you can pay ~$0 for a route from lots of companies).

[ThrustVectoring]

The brand is not the defensible monopoly. It's having a thick market. Drivers want to drive for Uber because they can expect to find riders, and riders want to order from Uber because they can expect to find drivers.