Hundreds? With Uber there's a car maybe 5-10 minutes away at all times, that's certainly not true with most of their competition.

Drivers are not exclusive to uber, no? There is no moat in this industry, and its going to face inevitability when it runs out of money.

once self driving arrives, the network effect is a lot less prominent, since the supply side can more easily be scaled

And when are self driving cars going to start driving themselves around and pick people up? Certainly not within 5 years.

Isn't it already happening in Arizona?

OK, giving Uber 5 more years is pessimistic, but whenever self driving does arrive, what will Uber's value prop be?

We’re in year 35 of self driving cars being a few years away.