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Uber actually has one moat: their international presence. Other networks don't have it. If you're a business traveler, you can Uber out of most airports withou
by jfim 8y ago
Uber actually has one moat: their international presence. Other networks don't have it.
If you're a business traveler, you can Uber out of most airports without having to install the local application, and business customers are less price sensitive than local customers in general.
Definitely agree with your point about nobody having an allegiance for local rides, and it's not clear if Uber can defend against hyper local upstarts at scale.
- munk-a 8y agoExcept it isn't everywhere, so their moat isn't complete and is eroded by the fact that you need to rely on local transport options in a lot of areas - I don't think this really counts much as a strength of theirs, and I think their current attempts to operate in so many markets and their reliance on a lack of enforcement/laws that can change may make this more of a liability for the company.