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When autonomous cars arrive, Uber is toast. The only actually useful moat they have is experience in managing drivers. When that goes away, car manufacturers, o
by matt4077 7y ago
When autonomous cars arrive, Uber is toast. The only actually useful moat they have is experience in managing drivers. When that goes away, car manufacturers, or even private car owners, will just flood the streets just like scooters or bike rentals now.
It will just be a rather simple yet massive capital investment to put those cars on the streets, something that large, traditional companies with their far better financing terms will easily dominate.
- BinaryIdiot 7y agoThis is my thinking as well. If you can manufacture cars you can make them cheaper than anyone could ever buy them. So, if I'm a car company, I'm buying someone (or building in house, whichever looks more likely to succeed; hell maybe even both!) who can handle making the cars drive themselves. Then you have two businesses; you manufacture cars to sell to people and you have a service arm that handles an Uber / Taxi like service with driverless cars.