You make some valid points, but the bigger fact remains that Uber survived because its model was not capital intensive. Yes it burned cash for a while but on one-off costs like setting up new markets. Had it signed contracts to be buying new cars every 6 months in the way AI startups have committed to future expenses it would have gone bankrupt.

> that Uber survived because its model was not capital intensive. Yes it burned cash for a while

I would say you are either very young or unfamiliar with Uber as a business. Uber was and continues to be extremely capital intensive and you need to qualify your "while". Uber burned cash for 14 years.

The one argument I can agree with is Uber didn't burn as much cash as Anthropic or OpenAI does but they are very different businesses with very different impact on humanity.