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I don't understand how people think self-driving is Uber's solution. Right now drivers are a variable cost. Is Uber going to buy or lease fleets of self-driving
by Despegar 7y ago
I don't understand how people think self-driving is Uber's solution. Right now drivers are a variable cost. Is Uber going to buy or lease fleets of self-driving cars (that will depreciate and need to be replaced)? That seems like a CapEx heavy business and it's not clear it's a better one from what they have right now, which is only possible because it's a giant labor law hack at scale.
- tmh79 7y agouber will likely be the demand aggregator for self driving fleets, as well as own a medium sized self driving fleet, similar to how amazon is a demand aggregator for online retail, as well as maintaining its own physical products for high profit/targetable areas.