re: How long do both Uber and Lyft stay in existence doing the same thing?

The commodity argument is an interesting one, though. But those seem to be distinguished in distribution arenas. I don’t know how that fits with these entities, but I see how it sort of does. I’m getting tripped up on what the actual product is here, though, or maybe the customer (in some ways, it’s really the drivers).

People who don’t see it as quite unique seem to be missing a lot I think.