Can you elaborate more on the Coke and Uber comparison? Why did Coke win and maintain a competitive advantage, was it just brand?
Uber’s moat is built on its brand as well, not just the massive awareness of their services, but the fact so many people have their app, and they have the most drivers. More drivers makes the customer experience that much better.
Just looking at app installs, it will take Lyft years and will cost hundreds of millions just to catch Uber in US app installs.