There is an interesting theory [1] that Uber's value prop to consumers is dependent on subsidizing 59% of the cost of each ride. Over time they have to remove this subsidy to stem the Billion $ annual losses. The relationship with drivers will undoubtedly be more strained over the coming years, whether it happens as a financial necessity or due to Uber's push into self-driving. Managing the nuance of this transition will be one of the greatest challenges for Uber and require strong skills in empathy, communication and strategic thinking.

[1] http://www.nakedcapitalism.com/2016/11/can-uber-ever-deliver...