The new book by Reid Hoffman, Blitzscaling, was an eye-opener for me as to how these companies operate and what seems as incredibly inefficient now will all be but forgotten tomorrow when they have complete monopolies over all transportation... The nature of technology makes it winner take all almost always, it's only a matter of time until they can offer other forms of transportation to people. Perhaps people someday won't even own any cars at all especially if it's cheaper to call an autonomous one from your device whenever you need it.
These are interesting times we are living in and these business models are completely counterintuitive to traditional norms of taking small risks and that much is obvious from seeing the business models of Uber/Lyft, WeWork, Airbnb, etc.