> The network effect is huge! For now. Network effect requires connecting two populations: drivers-passengers (Uber, Lyft). Sellers-buyers (eBay, Amazon Market

> The network effect is huge! For now. Network effect requires connecting two populations: drivers-passengers (Uber, Lyft). Sellers-buyers (eBay, Amazon Marketplace). Etc. As soon as self driving cars arrive, the Uber/Lyft network effect evaporates. Anyone with capital will be able to field a fleet of self driving taxis.