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0 pointsemilsedgh1y ago0 comments

If they were in all cities already Uber would be dead. But someone, either Uber or market is not even reacting to this inevitability?

0 comments

AlexandrB1y ago

The time horizon on Waymo getting there is quite long. Uber is in every city because they don't have to build and maintain their own fleet. Waymo will have to. That's not only a massive capital cost, but a substantial scaling problem.

duped1y ago

Because there's two decades of revenue between that happening and today.

It's far more likely that Uber buys Waymo than Waymo replacing Uber.

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0 pointsemilsedgh1y ago0 comments

If they were in all cities already Uber would be dead. But someone, either Uber or market is not even reacting to this inevitability?

0 comments

AlexandrB1y ago

duped1y ago

Because there's two decades of revenue between that happening and today.

It's far more likely that Uber buys Waymo than Waymo replacing Uber.

j / k navigate · click thread line to collapse