Do we have any data to suggest that Uber is materially weakened? Do the negative headlines and social media posts necessarily translate into significant changes in consumer behavior?
No COO, CFO and CMO for such a long time means the CEO was not doing his most important job: creating a high-functioning executive team.
https://www.bloomberg.com/graphics/2017-uber-leadership-gap/
You might think they're still strong in operations, but company-destroying risks rise every day the the leadership suite is in turmoil like this. And that's just internal risks: what about their competitors and antagonists?