A question: if you can make one assumption about Uber (or fix one thing about it) such that Uber will be sustainably profitable in the future. What will it be? Why do you think the assumption implies sustainable profitability in high probability?
My bet is on 0. The market seems more restricted on number of players (drivers can't juggle many applications at the same time) than on price, and if Lyft goes away, another competitor will immediately appear.