That is a clever argument that they are in business of lead generation. But if that was true then the consumer wouldn’t know Uber, they would know x ride share service. The problem with Uber is they also control the end user experience and pricing, so it’s a real stretch to argue they are not in the business of providing rides to customers.
Honestly I think their argument could be bolstered a lot if they made a simple change. Imagine you call an Uber, then your app tells you billy wants your job. You can see he is 4.5 star rated with 1000 rides, he is est 3 min away, and he wants $15. Do you accept? If so Uber connects you. If not Uber goes back to finding someone else.
With that change Uber removes itself from being in the business of rideshare, and now is in business of connecting drivers with riders (as they’ve claimed all along). They need to let drivers dictate prices and ask users to choose.