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How long can Uber go without more money? They've raised billions, but they are burning through billions to subsidize growth. I don't see Uber doing too well if

• fastball 9y ago
  Honestly, I'd bet they can stop subsidizing growth at this point and not die. Sure, competitors will start to gain more traction, but they're already in a lot of markets and competitors can't afford to have the same coverage as Uber. So while they'll lose a lot of people that are only local (see Austin for an example of this happening in a more complete way), I think they will retain pretty much all international/business travel type business, which is a pretty big moneymaker, just due to the convenience of "one app". e.g. when I fly from London to the states, I take an Uber to the airport in London and take an Uber from the airport wherever I land (assuming they have Uber). One app, one linked credit card, etc. I don't want a different on-demand car app for each city I happen to visit, which is where Uber will win out for the foreseeable future.
  • dbbk 9y ago
    This is an often overlooked point. Uber is the only one in this space with a global brand. And they're very deeply entrenched in international markets - I can use Uber in a tiny city in the UK the same way I can in the US. The actual local implementation is different (here Uber is a fully fledged private hire firm), but the brand and the experience remain consistent.