Earlier quoted context omitted.
> How likely do you think 1 is in the next 15 years (surely less than 100%)? To me, 50% seems generous. Tesla has the hardware deployed already and announced that the software to enable Tesla Network (which is essentially Uber, without drivers) will be enabled by the end of this calendar year. You think there are 50% odds that one of the other companies ploughing billions of dollars into autonomous driving R&D is goi…
I agree with everything you wrote except the 'level-5-autonomous-car-ubiquity. I don't think Uber's success depends upon it; Uber is the next iteration in the domestic logistics industry (USPS>UPS>FedEx). One way for Uber to communicate this to the market would be to have all its functionality available in a single application (of course, some of their products are limited availability because they haven't figured ou…
Re: Uber Says Sales Growth Outpaces Losses
#141Agree that it's not the only end game for Uber, and have discussed elsewhere. There are lots of ways for Uber to hit profitability.