I wonder why people still believe in the future of $UBER. The only sound argument from $UBER bulls besides "Uber also has food delivery business": “people will just keep opening the Uber app.” But that’s not a moat. That’s only if $TSLA doesn't scale from ~45 Cybercabs in Austin. At least for me, ride-hail switching costs are near zero. I dual-app between Uber / Lyft all the time. I think stickiness only works if: 1. Tesla can’t ramp in major cities 2. Tesla waits stay ugly even when the fare is lower If those break, the app habit breaks. And unfortunately for Uber, $TSLA is built for scalability and cost-efficiency for users. Uber leadership better get busy or get ready for a rude awakening.