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Interesting questions posed, and relevant. Centralizing forces like network effects can be very powerful in technology fields, and they're constantly evolving.
by dalbasal 9y ago
Interesting questions posed, and relevant. Centralizing forces like network effects can be very powerful in technology fields, and they're constantly evolving. We don't have generations of experience to draw predictions from, like traditional manufacturing. Data aggregation advantages seems to be something companies believe in, and are pursing.
From full-autonomy onwards, it is very hard to predict anything. There will still be manufacturers of course, but the manufacturer-consumer structure of the market could completely change. I think there's a decent chance personal ownership will decline.
Removing drivers from ride-services will drive down costs, a lot. Probably enough to change ownership incentives and market dynamics.
If that happens, 2nd order effects will also be big. People act very differently when they pay per-km explicitely, even at reduced rates. Tolls (economists love tolls, btw) become more palatable when rolled into a per km price. There might be fleets of little, light cars servicing city centres.
In this chaotic context, I think it's hard to predict anything about market structure.