Read this:
https://stratechery.com/2017/the-uber-disaster-round-up-waym...
There many links to more information on why it might be winner take all and the upside of Lyft.
https://stratechery.com/2017/the-uber-disaster-round-up-waym...
There many links to more information on why it might be winner take all and the upside of Lyft.