[mrobins]

Even if that's the only way it could be headed (and I think there's lots of room for variation) - The correct path for Uber for the next few years and through an IPO is hardly a given.

They're currently far and away the market leader but that's a dangerous place to be. Lots of people want them to fail - both for competitive reasons and because they just hate the evil guy at the top.

Competition (backed by huge names like GM) is healthy in some markets for both riders and drivers, and they haven't been able to make a go of it in others. On top of that the autonomous space alone is going to be a war zone for the next decade and casualties will happen.