> Things were evolving fine in Europe; from our POV, Uber isn't doing anything innovative - they're just a personal transportation company (we have those) with a cute app (we have those) that tries to outcompete everyone by unilaterally deciding that laws don't apply to them.

I think the major innovation that's overlooked (because they haven't rolled it out in many markets) is UberPool/Lyft Line. Being able to match strangers with departures/destinations on the same route leads to significant savings for the customers and better car efficiency (one car for two trips, instead of two cars).