Hi Andrew - thank you for reading! I actually agree with you, I also still have concerns about Waymo competition but I am willing to bet Waymo cannot manage a full self-driving car service globally and will NEED help. I don't mean to suggest this matter is "settled". This was the first formal post on $UBER - I will be covering it going forward!
Robotaxi did scare me a bit. But so many partnerships, will never be a winner takes all market. People discount scaling, maintenance of robo. Wayve in the UK as well looks promising. I am interested to see how Tesla pans out though
First off - thanks for reading! I think it's cool how there are so many partnerships you can almost track in real time how this is shaping up for Uber. And I think Tesla is the least important part of the story, imo. All hype. I expect Tesla to "change the subject" back to AI when they fail again at AVs. Earnings always tell the story.
While I don't fully agree, and probably have more concerns about competitive disruption, I love the simple and concise writeup!
Hi Andrew - thank you for reading! I actually agree with you, I also still have concerns about Waymo competition but I am willing to bet Waymo cannot manage a full self-driving car service globally and will NEED help. I don't mean to suggest this matter is "settled". This was the first formal post on $UBER - I will be covering it going forward!
Robotaxi did scare me a bit. But so many partnerships, will never be a winner takes all market. People discount scaling, maintenance of robo. Wayve in the UK as well looks promising. I am interested to see how Tesla pans out though
First off - thanks for reading! I think it's cool how there are so many partnerships you can almost track in real time how this is shaping up for Uber. And I think Tesla is the least important part of the story, imo. All hype. I expect Tesla to "change the subject" back to AI when they fail again at AVs. Earnings always tell the story.