Notice the language here. He doesn't seem, at least from my reading, to be chastising Uber for doing things that are morally wrong. He's instead chastising them for doing morally wrong things and not pulling it off. For example: "Sometimes the people who break the rules win and sometimes they push it too far," implying that Uber could be doing wrong things in some more correct way and continue to thrive, and that the…
There are rules and there are rules. Moral compass tells you which ones you can break, and often breaking the rule is the moral thing to do. So I think Thiel is calling them out for doing things morally wrong, not just rule breaking.
Uber has lost their way. You break rules for a just cause, you get rewarded because you stuck your head out and took a risk. You put it all on the line. But you have to be willing to be held accountable.
Breaking rules to avoid accountability? Well, that just sounds all too fucking familiar.