This article’s a couple months old, so it misses what I think is going to be a lot more definitive against Uber/Lyft.
That is, workers are starting to successfully unionize. Both companies have delayed it as long as possible, but it’s going to happen. And when it does, it will either burn more of their cash or up the customer cost.
Would a union be able to stop non-union drivers from signing up? It seems too easy for new workers to cross the picket line for a union to have much power here.
To clarify, in many cases it’s actually states declaring Uber/Lyft as employment. They’ve managed to stay legally bound to the terms of hiring ‘contractors’ but states like CA are putting an end to this.
That is, workers are starting to successfully unionize. Both companies have delayed it as long as possible, but it’s going to happen. And when it does, it will either burn more of their cash or up the customer cost.