Hi, author here. This is a good point that's worth addressing.

Technology is not the reason it's a winner-take-most market. It's helpful, but in the long term, many players will have comparable technology.

Utilization is the reason why it's a winner-take-most market. If you have the most popular app with the best drive liquidity, that's a self-reinforcing feedback loop. In turn, it means that your economics are better because your cars are going to be utilized at a higher % of the time. This in turn means that you can charge lower prices, and so forth. (A similar dynamic has been the case for Uber, for example.)