Interesting comparison, with Netflix. What Uber seems to overlook is that having the proper mode of transportation (and not just any car) is key to a business that deals in physically transporting customers. From whatever angle you look at it, Uber taxis are not going to cut it. A recent survey established that TNCs contribute to more delays in San Francisco, Uber itself does not make enough money, nor do its chauffeurs, the whole driverless thing seems to have been put on hold, and forget about making Uber taxis zero-emission and deploying flying taxis. Their is a fundamental disconnect between the fact that the average taxi or Uber trip consists of 1.2 passenger and the vehicles which are used to perform ride-hailing services. Now all of a sudden, Uber says it wants to branch out into driverless scooters. Netflix found its market in offering subscription-based content, its ‘vehicle’ is streaming. That should have taught Uber a lesson. Not only does Uber’s ride-hailing services face competition in every country from other TNCs, but VMOs (Virtual Mobility Operators) that put mobility first and transportation modes second, may spoil the prospects even further. Ride-hailing will then be just one option.