I'm curious what the major expenses for Uber are. Do new investments mostly going to dealing with regulators, or marketing/promos to simultaneously bootstrap a critical mass of drivers and users in a new city?<p>If it's the latter, there's a silver lining for Lyft: Uber's breaking into new markets for them. Otherwise, it just means Lyft is falling further behind. Network effects make this industry somewhat of a natural monopoly, right?