"The drivers who don’t completely depend on their work with Uber to pay their bills — a group that makes up about half of the company’s workforce — depress full-time workers’ wages."

I bet this creates a larger defensive moat than most competitors assume.

Uber is a supply/demand driven model (eg success w surge pricing) and even modest additional supply generates lower rates.

Lacking that same supply efficiency in full time driver platforms will keep their prices higher and without a significant price advantage consumers will stay with the known brands.

Not to mention the end game which is going to drop human drivers from the equation all together.