Uber undermining the taxi strike [1] yesterday was pretty visible -- at least in my social circle here in Seattle -- and when Lyft made this announcement we all deleted our Uber accounts. Will that have a material impact on anyone's bottom line? Who knows, but I'd love to see the graphs for new account signups/account deletions. [1] Taxis were not servicing JFK in support of those who were being detained there.
I think there's a pro-Uber case to be made here. Uber suspended surge pricing at a time when many people were trying to get to the protest at the airport, and while the airtrain was shut down which is what connects the subway system to the airport. Furthermore Uber offered to compensate its drivers who are affected by the ban, if they get stuck outside of the country. Edit: Maybe Uber mis-stepped by honoring requests…
That means less people could travel to airport for protests. Suspending surge pricing reduces availability of cabs. You understand that right ?