The danger with the AV transition is that it's going to be pretty sudden. It's not like, 'Hey, we're going to have 10% more AVs every year.' The technology is going to get approved, it's going to be proven, and I think you'll see a rapid acceleration of AVs into the market.
The biggest risk to Uber is that we get disrupted by autonomy. Because autonomy is going to lower prices. Lower prices will mean more trips. And if we're not part of that autonomous future, we'll essentially be stuck with an ever-more-expensive human-driven transportation service while our competitors will have cheaper and cheaper autonomous transportation.
People are really comfortable with the number of people who die on the roads. 40,000 people dead, 1.2 million globally and avoidable in many cases, isn't something upon which we share collective outrage or even moderate discomfort.
1mo ago
Underscored — save the words that stop you in your tracks.
