Earlier quoted context omitted.
Uber and Lyft don’t belong on any “Big N” list until they show a profit rather than pissing away billions a year.
How much profit does Amazon show?
Amazon makes a ton of money, and (quite transparently I might add) they plow a lot of their earnings from some of their businesses into investing into their other businesses, which is what most investors want.
This is completely different from Uber and Lyft, where it's not clear that their profit potential supports their current valuations.