The value of Uber is not in it's app, it's design or any of that. That's all bs cosmetics stuff. The value is in it's execution, infrastructure, and processes.
Tesla - Doesn't make nearly enough cars to even be considered in the same spectrum of any other of the players. Autonomous, great. Ride sharing/micro-logistics infrastructure? Not enough strength unfortunately.
GM/Ford/Toyota - Great, they've got cars, let's say those cars are autonomous. Now what about the logistics management that they've got zero experience in? Uber has serviced millions of rides and learned and learned from that. The tech is not enough, the experience/data is what counts imo.
Any company looking to just "jump in" because they've got money and a car, is going to get vaporized, unless they've got data and resources (Google being the only one that fits this mould imo).
Just how Facebook and Google got vaporized in the "daily deal" market. They had more access to the businesses, and more access to consumers than the daily deal sites ever could. Yet they struggled to find any kind of market share. Another example is Google Shopping.
Resources aren't the only thing needed, experience and processes. Which is why I say that Google is a threat, but if they're buying out Lyft. Otherwise, Google will potentially compete, but more than likely cater to a different segment than what Uber does.
Time will tell I suppose :) Definitely see what you're saying, but I just don't think you're focusing on the most valuable pieces of Ubers business.
Either way, we're very fortunate to even be in a position to discuss such cool stuff! Exciting for sure :)
Tesla - Doesn't make nearly enough cars to even be considered in the same spectrum of any other of the players. Autonomous, great. Ride sharing/micro-logistics infrastructure? Not enough strength unfortunately.
GM/Ford/Toyota - Great, they've got cars, let's say those cars are autonomous. Now what about the logistics management that they've got zero experience in? Uber has serviced millions of rides and learned and learned from that. The tech is not enough, the experience/data is what counts imo.
Any company looking to just "jump in" because they've got money and a car, is going to get vaporized, unless they've got data and resources (Google being the only one that fits this mould imo).
Just how Facebook and Google got vaporized in the "daily deal" market. They had more access to the businesses, and more access to consumers than the daily deal sites ever could. Yet they struggled to find any kind of market share. Another example is Google Shopping.
Resources aren't the only thing needed, experience and processes. Which is why I say that Google is a threat, but if they're buying out Lyft. Otherwise, Google will potentially compete, but more than likely cater to a different segment than what Uber does.
Time will tell I suppose :) Definitely see what you're saying, but I just don't think you're focusing on the most valuable pieces of Ubers business.
Either way, we're very fortunate to even be in a position to discuss such cool stuff! Exciting for sure :)