> Competing against them would be foolish. In default country maybe. Companies like InDriver, Didi, Yandex, Gett, Taxi Maxim clearly show that you can launch a

> Competing against them would be foolish. In default country maybe. Companies like InDriver, Didi, Yandex, Gett, Taxi Maxim clearly show that you can launch a competitor and grow for many years, eventually outcompeting American startups which then abandon the markets they don’t consider of high importance (see Uber-Yandex deal). Somehow SoftBank managed to invest in companies that work on highly competitive markets and do not have any innovative breakthroughs to defend their position. Creating an app is certainly not a breakthrough nowadays, you need to optimize the core of the business, which remains labor- or resource intensive. Uber tried to invest in self-driving vehicles, but that happened too early. In the end the winners in transportation will be the fleet management branches of automotive giants like VW, when they will start rolling out their solutions on the streets. Similar thing will happen to delivery. Companies like WeWork will grow organically (even if they begin like startups — last investor will loose the money).