But I don't think I'm advancing a conspiracy theory. There's a genuine crisis at Uber, and that's the important issue here; if a hundredth of what's been alleged is true then that's the main event here and all of this is really Valley inside-baseball navel-gazing. Let's not draw moral false equivalences here.
Still, as a student of Valley dynamics, one has to acknowledge that realpolitik exists whenever things go really wrong. Given that, it's worth wondering whether any parties can take advantage of those conditions, especially given the non-existent state of board oversight in tightly-held SV companies. Chris Sacca and Mitch Kapor have already gone to the press on this (publically), so it's not even that much of a reach.
This is, in some really grim ways, an opportunity which doesn't come around very often.