Earlier quoted context omitted.
Uber has a strong network effect, but I don't think there's actually much brand loyalty.
I'm not sure how strong a network effect other than in a local area. I'd be pretty sure that (in normal times) their primary market isn't business travelers flitting from SF to NYC to London but residents of $CITY using Uber Pool for commuting or Uber to go out with friends on a night out to a bar.
Uber and Lyft have a de facto duopoly amongst those hopping off planes because it’s hard to know that there are any other local options available.