[maerF0x0]

The cost of the infrastructure is in capital and operating costs of the drivers. ie the capital in the cars and the taxes in the fuel (and income tax?).

So these costs are passed along in the cost of an uber ride.

You did point at something I missed though. Technically every ride is being subsidized by investors (because uber operates at a loss afaik). To whatever extent they're losing money on every ride is a sort of disadvantage to uber ...