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Consumers seem to be motivated by coddy and availability. If an upstart has lower prices and enough drivers I think there isn't as much of a moat. But this woul
by robk 9y ago
Consumers seem to be motivated by coddy and availability. If an upstart has lower prices and enough drivers I think there isn't as much of a moat. But this would require a lot of cash to subsidize. Solvable surely if not improbable.
- valuearb 9y agoIt's not lower prices + enough drivers, it's lower prices + enough drivers + enough app installs. It's a huge moat.
- nrhk 9y agoYou can run multiple apps as a driver and obviously have multiple as a consumer. They would need to subsidize rides and pay drivers more but if they do it region by region it could definitely work without being exorbitant.