I agree that ideas aren't as important but execution is a worthless word. It's basically a tautology for success. You can't predict if a company is "going to execute" or be successful. All you can say is "they were successful" or "they did execute well" Which is they same thing.
Netflix only has 36% of the market down from 56%. Google's market share is only at about 63%-64% according to comscore. Definitely impressive but not "winner take all" And Lyft has like a 40% market share in San Francisco. Me personally, I'd stay out of the bloodbath called ride sharing until the companies have to answer to profitability and actually market realities.