Ueber has strategic challenges as transportation solution provider. The way I see it Ueber - has few barriers to entry in it's business besides brand. - scali

Ueber has strategic challenges as transportation solution provider. The way I see it Ueber - has few barriers to entry in it's business besides brand. - scaling up, maturing is dulling the brand - as a dominant player with a large war chest it may engage in price wars but as a dominant player it will risk regulatory trouble when overdoing it. - established players will adjust e.g. Taxis orgs. with their app or regional/local public transport integration with car sharing - while self driving cars may be a little off the concept of ad-hoc renting a car without a driver is catching on in Germany. Like a taxi one rents a car by the minute and drops the car when arriving. Daimler/Smart, BMW and German public railways are all in. This seems also the proving ground for small electric cars - operating a fleet of your own vehicle is probably providing some insights. Millennial car ownership is dropping vs. earlier generation. So the underlying fundamentals for new transportation solutions are strong. However it is far from clear what role Ueber will have in the medium term.