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> There is enormous brand value in thinking "I'll get an Uber"

Yes, and there is enormous value in "I'll Google it", but that doesn't stop people from using other search engines (and online services) as soon as a better one comes along, because the cost to the user of switching is small.

Name recognition does not, IMO, make Uber worth $40bn.



It's not just name recognition - it's the data, and already being the first app on someone's phone to do the task.




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