Uber has another big asset that I'm surprised hasn't been mentioned. Their ride data will probably be hugely valuable for routing automated vehicles. I'd wager they have people working right now to find the optimal distribution of self-driving cars over a given metro area/time of day.
I'll also speculate this this is a pretty big competitive advantage. Collecting that much ride data is not trivial.
That won't be static in the age automated vehicles. Vehicles will be networked and this dynamic will change constantly. Uber's ride data is useless at that point.
I'll also speculate this this is a pretty big competitive advantage. Collecting that much ride data is not trivial.