[conartist6]

Maybe, but the way they captured the market was by offering a differentiated product. We already had cabs and buses, yes, but Uber wasn't just summoning cabs and selling bus tickets, where they? The core experience was still A to B but Uber discovered that there was a lot more consumer innovation possible within the confines of the A to B problem...

[OJFord]

Yes, exactly? And closer competitors to Uber came later and are I assume successful. Just like there is Gitlab, Bitbucket, sourcehut, and several others all 'within the confines of the hosted git problem'.

[conartist6]

There were players for hosted SVN too before git and Github came along. Github got big in part because they weren't in the same crowded market. That others eventually emerged to play in the market with them did little to hurt the return on their initial investment...