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The biggest threat to Uber is not another ride-sharing company. It's a car company that figures out autonomy and decides to build a consumer brand on top of it. Because if you've got the technology and you've got the cars, you don't need us.

Invest Like the Best with Patrick O'Shaughnessy
3w ago

The big players, the OEMs, they didn't want to give up their customer relationship. And I think that was a mistake, because the customer relationship is actually a burden when you're going through this transition — you're on the hook for the whole experience. We were able to essentially be asset-light, take the best of breed from all of these networks, and essentially build a better product for consumers.

1mo ago

Underscored — save the words that stop you in your tracks.

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