But do you think that Uber has a moat?

I don't care if it's Uber, Lyft or whatever. Installing an app and adding your credit card doesn't represent a huge switching cost, only a little friction.

The point of Uber is that they have many drivers. They have economies of scale on the supply side.

But if the self-driving technology becomes a commodity, consumers no longer will care whether it's Uber or Gett.