It's the supply you need to worry. When Gates and his ilk talk about an engineer shortage, it's baloney. Same thing going on in the trucking industry. There's a shortage of cheap engineers, which getting everyone and your mom into coding, will help alleviate.
The problem is the delusion in the valley. Not everything is a tech problem and not everyone is a tech company.
I am sorry but Uber is just a glorified taxi middleman and I have seen a good enough alternatives in some local markets that blew Uber out of the water.
What does Uber bring to the table if they cant even win in some super small countries?