This is tangental, but his analysis of Uber seems to be spot on: >Eventually there will be self-driving cars, and there's no special reason to think that Uber

This is tangental, but his analysis of Uber seems to be spot on: >Eventually there will be self-driving cars, and there's no special reason to think that Uber will be the best at building them, or that its dominant position in the ride-hailing-app space will protect it from better self-driving-car businesses.