That is not a viable market. It’s far too small for the cost.
And they can’t compete. It’s all backed by investor money. It’s the same disruption business that big tech has been doing for decades. Enter market, subsidize costs with investor money, become incumbent as everyone thinks it’s such a good deal. Raise prices when there’s no other option.
Uber, netflix, Spotify, same plan again. Never better, never competitive, just disruptive.