[varunjuice]

A major threat to Uber's profitability is its inability, thus far, to monopolize drivers. If it expands successfully in moving goods, it might be able to consolidate enough demand to make sure every available driver is always working for Uber.

It'll be interesting to see if its able to drag Lyft, Instacart, Shyp under the water as it puts its very large oxygen tank to use.