[zby]

I really like this analysis: https://thinkgrowth.org/uber-is-going-to-0-and-benchmark-kno... :

Taxi service is not a good candidate for a global monopoly - because most rides are for local population and there is no need for a global trust. Each dispatcher needs to compete locally. This is different from for ecample AirBnb - where the customers come from away and need some global entity to trust.

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Uber also does not seem to do very well in the self-driving car competition, which could potentially save it. What is left is maybe some data play and maybe being useful for spy agencies - a global entity knowing, and also being able to manipulate, delay or maybe even deny in some cases, communication in remote states (but that probably would rely on it being a monopoly). But I am waiting for this to end bad. The SoftBank way of growing the valuation by doubling their investments seems really crazy.