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by goatinaboat 2509 days ago
driver base has idle time that is an outrageously deep moat in competing in this space

It isn’t a moat at all! Every driver has all the apps and picks jobs from any of them. If I use Lyft instead of Uber the chances are I'll get the same driver in the same car anyway. And he’ll follow his in-car GPS to find me and then to take me to my destination so there’s no value in the route data either.