They can't actually do that because it messes with the contractor thing, but they can do what they are doing with the rewards for a certain amount of availability.

But still I could just halve the amount I take from the transaction and give it to drivers. That's surely better for the drivers.

Moat is about them having a long term advantage that makes it hard to compete against them. Lots of capital isn't enough in 2019.

Long term it seems like the restaurant business, where most are just scrounging for minimal profits all the time.