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They do: logistics, and robotaxis. They're already doing food delivery. There is a lot of room for growth.
by esafak 2y ago
They do: logistics, and robotaxis. They're already doing food delivery. There is a lot of room for growth.
- NoMoreNicksLeft 2y agoSure, next they can corner the lucrative home improvement supply home delivery market. $50 to pick up a load of lumber from Lowes and deliver it to your back yard.
- scuol 2y agoVery small TAM because most people who are DIY, ya know, like to do it themselves xD
- deleted 2y ago[deleted]
- trollbridge 2y agoPretty much every hardware store already offers delivery and doesn't need a middleman with Big Tech cost structures.
- jjkaczor 2y agoHome Depot has pretty cheap truck rentals if all you need is to take a load home in under an hour... $20 IIRC.
- trollbridge 2y agoWhy on earth would I hire Uber for logistics? And why would I look to them for robotaxis? Waymo seems way ahead of them.
- esafak 2y agoIf you wouldn't, that means there is room for them to grow ...
- antisthenes 2y agoNo, it really doesn't. If you charge people $100 to deliver a loaf of bread and you have 0 customers it doesn't mean anything about your potential market size or equilibrium price to deliver a loaf of bread, because you have 0 data points.
- esafak 2y agoWhat are you talking about? They logistics market is already huge, and the robot taxi market will be too, as the technology improves.