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The biggest risk to Uber from autonomy is if one of the AV players decides to go it alone and not work with an aggregator like Uber. Because if one of them breaks out and they have, let's say, 30% of the market, and they're keeping that 30% to themselves, well, then we don't have access to 30% of the supply.

Invest Like the Best with Patrick O'Shaughnessy
1w ago

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

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