By coincidence, I just did a hackathon in Redwood City this weekend, and on Friday ~11pm I was able to get one at an office park that arrived just after I made it outside from the 2nd floor.

Whatever forces stopped this kind of thing from working before were destroying a lot of value. I know there's always the talk of what cost Uber most be socializing with this service, but even at a 50% fare increase that would have been an extreme improvement over the previous options, so you can't really explain it away as pure cost hiding.