[pm321]

"However it is a pity that they cannot be disrupted. I have not had experience with platforms like Carvana.."

Where I see the street is littered with unused bikes for sharing (sometimes a trip hazard if you are not looking where you go while on the iPhone SE talkin) and unused cars parked for sharing. They multiply. The disruptors must be using a utility function with payoff after the sovereign wealth fund managers backing the thing cashout at the top, retire and die. And then there is no return on investment after WeWork's hard partying and snort.