[addicted44]

My primary question, as always with Uber, is with ridiculously easy switching costs, and almost no lock-in, why will Uber be the one that benefits when the profit making $EPOCH happens?

Why wouldnt another well capitalized business that hasn't lost tens of billions of dollars not be able to do better, since for $EPOCH + x years, that other business can actually afford to lose dollars while Uber needs to maintain its profit margin to recover the billions it lost in the pre $EPOCH era.

[addicted44]

But how would they ever have the most content? There isn't a single restaurant that is not being paid millions by Uber that is specific to Uber. Nearly every cab driver will also drive for Lyft, Via, etc.

Additionally, Google actually competes and wins on content. It's rare that Google offers a worse search result than any of its competitors. However, my food tastes just as good if ordered through Uber Eats or Grubhub or through the restaurant's own website, and my taxi service is likely gonna be the same whether I use Lyft or Uber.

Finally, unlike Google, Uber is actually renting its location from its competitors. Apple and Google could sign deals with Lyft/Seamless to make them the default provider in Maps, Google search, Apple Search or an Apple Restaurants app.

[MattGaiser]

Because then Uber becomes more of a food search engine and maintains dominance in the same way that Google does, simply by being the biggest and having the most content.