I was just curious, not expecting anything particular---I wondered if Uber's business and its problem space are fundamentally bad as some of the comments here suggest. Re: your opinion, I think it's a good news for Uber. If it just takes Lyft going out of business for Uber to surface above water, I would bet there's a realistic chance.

How much more do you think Uber can charge before a different competitor appears?

My bet is on 0. The market seems more restricted on number of players (drivers can't juggle many applications at the same time) than on price, and if Lyft goes away, another competitor will immediately appear.