I'm interested to see where all the major players end up in 5yrs: • Tesla bootstrapping a ride service on the backs of buyers • Waymo directly rolling their own fleet • Uber trying to get a self-driving fleet up, burning mountains of money to maintain their "monopoly" on Uber for rides • Lyft working with GM to get a fleet up • All of the other car manufacturers trying to get autonomous vehicles going, presumably hop…
> Also: Private car ownership is going to fall off a cliff shortly after autonomous ride services arrive. Which probably means general demand for vehicles will fall off a cliff. Or, if everyone has a self-driving car of their own (or one that can be converted to self-driving), people will rent out their cars AirBnB-style when they aren't using them. I mean, why not? You've already got a garage, a driveway, etc. Might…
So far sharing economy companies don't want to vertically integrate their whole service stack down to physical goods. It requires capital raising, and is low margin compared to the value that they provide by scaling their main services. Maybe they will once they've achieved full market penetration and are struggling to increase their profit, but that's decades away IMO.