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Exactly, 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 driv
by cyrux004 6y ago
Exactly, 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.