[hkmurakami]

Demand-side network is the most important. Supply side is relatively trivial compared to this. Look at LINE Taxi which launched in Japan using its demand side network via its messaging platform + instantly creating a huge supply side network via a partnership with existing taxi companies. You can buy supply side but can't buy demand side network.

Drivers using both Lyft and Uber is a perfect demonstration that they care most about the size and liquidity of the demand side of the market. They are using both in order to increase demand side liquidity from their perspective.

[lazaroclapp]

You can buy demand, though. "All rides free for first month" plus a ton of money in advertising will get you plenty of people switching if there is enough supply as well. It's just perhaps too expensive to buy demand when in the end people can switch back to Lyft or Uber just as easily.