3 ms·
Name recognition and installed user base in a 2-sided marketplace. That's huuuge. Google owns the action "to google something". Uber owns the action to "get an
by andruby 3y ago
Name recognition and installed user base in a 2-sided marketplace. That's huuuge.
Google owns the action "to google something". Uber owns the action to "get an Uber".
Also, don't underestimate the value of a working business. Google has only ever been successful with a search engine and an ad platform. They've never been success in a consumer product/service. I don't think their corporate structure and business culture makes them likely to succeed in B2C.
Uber has it's flaws, but they've been very reliable as a consumer. And have responsive and helpful support. Imagine having to rely on Google to provide support to a stranded user or resolve a dispute.
- lukeschlather 3y agoThe idea is to make it a 1-sided marketplace. Uber's entire business model is focused around squeezing vendors - now they think they can squeeze Google if Google becomes their vendor instead of a bunch of independent contractors who are legally inhibited from collective bargaining? Uber has no idea how to be successful when the seller side of their marketplace is organized and plays hardball at the negotiating table.
- slushh 3y agoThe car companies will do everything to prevent Google from having that monopoly. E.g. Google could be forced to license their software. Then, Uber gets their 2-sided marketplace back.
- andruby 3y agoThe 1-sided marketplace is a good point. Tesla and Waymo are arguably pretty close in self-driving technology, so there's already another player. Uber could just buy a bunch of Tesla's once their tech is good enough for autonomous driving.
- threeseed 3y ago> Tesla and Waymo are arguably pretty close No they aren't. The latest FSD betas have been widely panned. And the lack of LiDAR sensors means Tesla still fails to accurately define the bounding boxes for scene objects.