> Maybe one moat could be scooter durability.

There's also the option of more efficient support & operations, which is arguably the approach that Lyft took.

Uber chose to raise a ton of money and outspend their competitors in the hopes that they bleed them out via spending in acquisition and creating new products via R&D (maybe express pool is an example of this).

Lyft, however, seems to aim for profitability and stability. I assume this means investing in internal tools & processes so that they can be more efficient.

I'm not sure who wins in this situation. But I imagine Lyft isn't going away, and Uber may, truly, run the well dry at some point.