Hey David. Enjoyed the article. It’s nice to see someone take the time to clarify buzz words like “disruption” being thrown around left right and center.
One thought about Uber: I see them more of a disruptor because people that historically never took taxis (and instead only used public transit) started using Uber. So in other words, they created a new market of customers that previously did not “exist” to taxis. This was driven from a better customer experience and cheaper price point.