Restaurants: Like drivers, restaurants are essential and can join or leave at a moment’s notice.Competition over workers is intensifying: the scenarios outlined in this discussion from Aug 2021 have only further intensified as we know now a year one. ![]() ![]() It's a complex topic and it will be interesting to see what - as one example - will happen in the post-pandemic world. While sometimes underappreciated, drivers still have a choice to participate or not. This fact is best demonstrated by the fact that Uber accelerates supply when they enter a new city. Indirect network effects (crucial to the business model) do not kick-in without a critical mass of drivers. This is not just a static consideration but also at peak traffic times, when events are on, etc. It is essential to have a sufficient number of them to be able to provide the customer proposition (timely pick-up at low cost). Drivers: The drivers are on the supply side of Uber's business model and they can join or leave at a moment’s notice (or multi-home on an ongoing basis with other ride-hailing businesses).Crucial key partners are the participants on the supply side:
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