From a user perspective the similarities are there, as a user I do not give a crap about the problems the business has moving from old model to new model. They either do it or go broke, both of which I am indifferent to.
Blue bubble could disappear tomorrow, the drivers would go elsewhere and I would still get a lift from uber or someone else.
Sky could disappear and someone else would begin buying/creating and selling video content to people.
I think this states it very well. The point is not about business economics or who gets what. The point is about how the end customer who actually pays for it receives the service she wants for the price she is prepared to pay. Everything else is just hot air.