So many parallels to the music industry here.

You have a vc-funded company, operating at a loss, commoditizing the "talent" (drivers/musicians), thereby conditioning the audience (passengers/listeners) to expect an unsustainable cost for the service, using that loss leader mentality to drive other solutions out of business, until they argue or take action that the talent should expect even lower rates than they've historically gotten so the company can have a shot at being profitable. When the larger effect is that the company has captured value that used to go to the talent and then instead goes to the investors.