It seems to work better with Lyft et al., probably because there's a larger supply of "normal people who are interested in driving", better economics around renting the asset (vehicle), and the driver (aka host) having to be physically present in the vehicle.
The scaled AirBnB model was always questionable... at some point, you've literally signed up everyone normal with a quality rental. But you still need to increase supply, which means taking what new hosts/properties you can get.
Did AirBnB ever fool with the McDonald's model? I.e. own the property/land, but provide financing to hosts who want to manage and work it? The economics on that might work out in certain areas, if they were smart about it. And it would directly target the "increase quality supply directly" problem.
Is that different than a normal taxi? If anything a lot of people find ride shares more safe because you have a digital record of the drivers identity which historically wasn’t the case with taxis.
The scaled AirBnB model was always questionable... at some point, you've literally signed up everyone normal with a quality rental. But you still need to increase supply, which means taking what new hosts/properties you can get.
Did AirBnB ever fool with the McDonald's model? I.e. own the property/land, but provide financing to hosts who want to manage and work it? The economics on that might work out in certain areas, if they were smart about it. And it would directly target the "increase quality supply directly" problem.