"On their own..network effects in a digital context are a peculiarly fragile barrier to entry" @mitsmr @Columbia_Biz http://mitsmr.com/2y3Z970
Airbnb is a better business than Uber because it doesn't have a lyft-like competitor, not because of structural differences. Author is wrong
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Take NYC, the size of the market is not what sustains 5 companies (Lyft, Uber, Gett, Juno, VIA, etc.) it's VC$.pic.twitter.com/hl3crLLUHy
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When that dries up for the taxi trade, so too will all but Lyft and Uber - I would think only one would survive.
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