This is the first economically feasible, rational, and internally consistent response in this thread.

While it still takes a leap of faith to buy, the argument is sound. And using some other posters' terminology, we can put it like this:

If this works, it will drive significant revenue growth and consolidation of both the rideshare and bikeshare markets.

If it fails, meh. It's just "rounding error."

Seems like a low-risk, high reward proposition to me, the way you stated it.