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Uber has zero stickiness outside retail car hailing. Their easy and seamless transactions are great compared to taxis, but are par-for-the-course in deliveries,
by EdHominem 10y ago
Uber has zero stickiness outside retail car hailing. Their easy and seamless transactions are great compared to taxis, but are par-for-the-course in deliveries, etc.
And the only thing Uber has going for it is being the only choice in most areas. When there's a competitor (as in SF) everyone has all the apps on their phone and shops around.
Also, Uber's huge innovation is zero-capital rollouts. They use your car. When they have to buy a self-driving car they're back to square one and will also own all the liability.
- ghaff 10y agoUber has also benefited from the fact that they offered a service in a well-established market--getting a driver to take you somewhere without reserving in advance. But a market that in many, maybe most, places was poorly served by existing incumbents for all sorts of local monopoly and regulatory capture reasons. It's easier to displace incumbents when they offer a widely used service but they basically suck at it. Things like food and package delivery, on the other hand, work pretty well where the economics have worked and it's unclear that uberizing, say, grocery delivery makes it attractive and financially viable where it wasn't before.