That's exactly what I meant in both instances. Uber is one of the few companies that actually disrupted a market where the main player had to make a major change or lose out (probably not full elimination) big time.

On the other hand, it seems like Uber's necessity is confined to hubs. I use the US as an example since both I live here and the markets are very disparate. People do use Uber here. However, there was nothing to really disrupt. I still see (as far as I can tell) just as many taxis as before. It feels more like Uber is supplementing hailing services than replacing it here. And in a lot of smaller markets like mine, I feel that it is similar.

How many markets can Uber realistically snub before it starts to become an issue?