[hash872]

I can't speak as to what Uber's earnings will be 5 years from now, but I can recommend Stratechery by Ben Thompson as a way of understanding tech company's 'moats'. And how they're qualitatively different from moats enjoyed by other monopsonies in lower-tech eras

[joefourier]

Is Uber really a tech company? Sure they do some R&D on the side, but they are first and foremost a mostly unlicensed taxi company with a ride-hailing app - I think the proper term is "e-hailing company".