http://fortune.com/2014/09/11/uber-vs-lyft-the-credit-cards-... It doesn't look like a lot of competition honestly. That probably paints Lyft in the best possible light too because it just takes into account US only trips (100% of Lyft's business and only a fraction of Uber's). But even then, that's only competition for the uberx market. These drivers are black car drivers, where uber has no competition at all.