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Absolutely agree. I don't buy this whole 'Robot cars' will make Uber / Grab / Lyft profitable stuff. If self-driving tech really becomes so good that it will m
by ulfw 8y ago
Absolutely agree. I don't buy this whole 'Robot cars' will make Uber / Grab / Lyft profitable stuff.
If self-driving tech really becomes so good that it will make tons of money, then why let Uber etc have that market? There is zero that differentiates them. Everyone can put a booking app together and optimise it over a few years (see the many international copy cats who have done just that).
Then why wouldn't a self-driving-manufacturing leader (whoever that will be, Tesla, GM, BNW, a Geely or other Chinese player, doesn't matter) run fleets themselves? It's not like there's much human cost involved. (and manufacturers already got their service networks and charging networks together where self driving vehicles could go at night to be charged/serviced)
- ghaff 8y agoI'm guessing not a manufacturer. They haven't historically wanted to get into fleet management beyond some side investments. But the rental car companies (both long-term and short-term) seem likely players as soon as self-driving is reliable off-the-shelf tech. Which I expect to be a long while in the areas dense enough for taxi services to work well.