Hi, author here. This is a good point that's worth addressing.
Technology is not the reason it's a winner-take-most market. It's helpful, but in the long term, many players will have comparable technology.
Utilization is the reason why it's a winner-take-most market. If you have the most popular app with the best drive liquidity, that's a self-reinforcing feedback loop. In turn, it means that your economics are better because your cars are going to be utilized at a higher % of the time. This in turn means that you can charge lower prices, and so forth. (A similar dynamic has been the case for Uber, for example.)
Technology is not the reason it's a winner-take-most market. It's helpful, but in the long term, many players will have comparable technology.
Utilization is the reason why it's a winner-take-most market. If you have the most popular app with the best drive liquidity, that's a self-reinforcing feedback loop. In turn, it means that your economics are better because your cars are going to be utilized at a higher % of the time. This in turn means that you can charge lower prices, and so forth. (A similar dynamic has been the case for Uber, for example.)