Three different flavors of big bet. Meta realizing their core business, while massive, has peaked, loudly reorienting their business around a dubious moonshot bet.

Google burning cash in a moonshot division, dubiously betting that creating startups within Google is easier than outside of it.

Uber/Lyft subsidizing customers for a long while to take over the market, which... pretty much worked? Of the three "big bets" this seems most promising. Even if the market decreases, it's not going away, nor is it going back to regional taxi companies.