In Q3 2021 (the latest earnings release), Uber's gross bookings were $23 billion while their revenue was $4.8 billion. I.e. 79% of the bookings were being paid out to the drivers, Uber's cut was 21%. I suspect the drivers are much happier with that than you suggestion of 30%...
I'm not advocating that drivers only be paid 30%. Just that Apple is over exaggerating their value add to the ecosystem.
Netflix ran a global quasi experiment[1] to see if it was worth dropping IAP with Apple's rates. Consumers want to watch a movie and are willing to pay for it. The same as they just want to get home safe after a bar session and are willing to pay for it.
Netflix was able to drop IAP because the web is a viable platform. Apple's platform is their justification for their slice of the pie, but it pales into comparison to what drivers and filmmakers actually do day in and day out to actually add value to the economy.
> In Q3 2021 (the latest earnings release), Uber's gross bookings were $23 billion while their revenue was $4.8 billion. I.e. 79% of the bookings were being paid out to the drivers
I don't see that follows. Does Uber provide that number explicitly? And what is the net for driver/hour?
Drivers.