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To answer your question: presumably it's easier for a self-driving car company to offer "ride sharing" than a ride sharing company to offer self-driving cars. T
by ghayes 6y ago
To answer your question: presumably it's easier for a self-driving car company to offer "ride sharing" than a ride sharing company to offer self-driving cars. The power imbalance could be an existential threat to Uber or Lyft if it were realized.
- cyrux004 6y agoExactly, if a OEM or partner figured out how to solve self-driving; they would go to market first. I know people like to say its hard to build a market for drivers and passengers like Uber and Lyft; but if you solved self driving, then you should have a good price advantage to build a new market like Waymo is doing
- ghayes 6y agoPlus the market would no longer be two-sided, which significantly reduces Uber, et al.’s moat.