Actually, what really matters is not the quality of your code or the disruptiveness of your paradigm, or whether you can outlive the competitors that existed when you started up, but whether you can keep the money coming. The rideshares in particular will fail over time in any country with labour laws that allow drivers to unionize—if the drivers make a sane amount of money, the company’s profits plummet, and investors and shareholders head for the hills. Netflix is falling apart already because the corporations with large libraries of content aren’t so happy to license them anymore, and they’re scrambling to make up the revenue they’ve lost. Google will probably survive only because its real product is the scourge of humanity known as advertising.
Again, it’s all business considerations, not technical ones. Remember the dot-com boom of the 1990s, or are you not old enough? A lot of what’s going on right now looks like the 2.0 (3.0? 4.0?) release of the same thing. A few of these companies will survive, but more of them will fold, and in some cases their business models will go with them.
I actually don’t disagree with you and think we’re on the same page. Basically, you can summarise our whole discussion as all companies are doomed to fail at end of day.
If you don’t change and innovate you will fail.
If you change and innovate too much you will fail.
Finding the middle ground is rough and most companies will fail.