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I think a major part of the value in Uber is going to be in future self driving tech. They already have the infrastructure, brand name, and so on in place to mi
by indubitable 9y ago
I think a major part of the value in Uber is going to be in future self driving tech. They already have the infrastructure, brand name, and so on in place to migrate rapidly to self driving taxis on an international level. Self driving taxis will, almost certainly, end up a monopolized industry due to the fact that the quality of service will increase in proportion to scale, and prices will inversely scale there. The biggest player is going to be able to offer the highest quality rides for the lowest costs.
Softbank's recent acquisitions also hint towards a possibility of vertical integration which would take the above issues and magnify them that much more.