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No matter who makes the driverless cars, they will still need a network to run those cars on. I think Uber/Lyft area better off allowing thirdparty self-driving
by israrkhan 6y ago
No matter who makes the driverless cars, they will still need a network to run those cars on. I think Uber/Lyft area better off allowing thirdparty self-driving cars on their network. Waymo on other hand is trying to build its own network, but that is going to be extremely expensive proposition.
- michaelt 6y agoIMHO being the only one with self-driving car technology would be a much better moat than having 'a network' London has Uber, Bolt, Kapten, Ola, Viavan, Hailo, Wheely, Xoox and that's just a single city - so the ride-hailing-app tech isn't a moat. A self-driving-car business doesn't need any drivers on board, so driver recruitment isn't a moat. And Google already have Google Maps on a big fraction of phones, so app installation is scarcely a moat. Of course Google will have plenty of opportunities to shoot themselves in the feet, so it's certainly not a done deal.