I guess this is the thinking driving Uber's current valuation. It's a pipe dream. Yes, self-driving is a near reality, and when it becomes feasible, a few quart

I guess this is the thinking driving Uber's current valuation. It's a pipe dream. Yes, self-driving is a near reality, and when it becomes feasible, a few quarters later it will be a commodity. It's just software, lots of people working on it, nobody has any secret sauce here. When that happens, what does Uber have? That's right, nothing. Their cars, which aren't equipped for self-driving. And their drivers, who are all going to be out of work. And their customers, who use Uber because it is artificially cheap and have no brand loyalty (widely hated company). Sure, disrupting transportation is big, but no advantage in sight for Uber there. They only thing they disrupted was traditional taxis on a wave of dumb investor money.