well, Uber always faced the obvious problem of scaling (even after level 42 self-driving, because it's not possible to serve local demand with global supply, plus all the regulatory compliance issues - which they initially "conveniently" sidestepped by being bold/criminal, but cities are not going to play dumb forever)

of course these chat-AIs also started by "well maybe it's fair use", but at least the scaling problem seems easier than for taxi services