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I've ordered taxies by phone, and I've used Uber, and I can tell you that I have no doubt as to which is the future. As for network effects, is it really that
by paul 12y ago
I've ordered taxies by phone, and I've used Uber, and I can tell you that I have no doubt as to which is the future.
As for network effects, is it really that hard to see that a larger network of vehicles will have inherent advantages over a smaller network? (think about distance to the nearest available vehicle, especially as the network expands outside of dense urban areas)
- pron 12y agoEverything you say is true, but none of it predicts tremendous success for Uber. It may well be that there's little advantage to being the first mover brokering commodities. We might soon see meta-Uber apps, or Uber aggregators, that optimize the selection of car across several providers. Uber will probably just be a big, successful, taxi company, but not one that is worth billions.