Same. I think about the profits up until judgement day - right now I do not see it, and anybody saying "self-driving" will make it profitable will realize, self-driving will shift the entire paradigm and that's too much…
Exactly, what is the barrier to entry in this market. What are the competitive moats around keeping drivers, and what paradigm shifts might cause this to all turn over on its head. Just some questions.
@nojvek
Curious, and again, I'm no expert. Uber Freight grew at 100%+ but what was the cost of capital, and what were the margins? A company out of Florida called Arrive logisitcs is the size of Uber Freight, old school…
Same. I think about the profits up until judgement day - right now I do not see it, and anybody saying "self-driving" will make it profitable will realize, self-driving will shift the entire paradigm and that's too much…
Exactly, what is the barrier to entry in this market. What are the competitive moats around keeping drivers, and what paradigm shifts might cause this to all turn over on its head. Just some questions.
@nojvek
Curious, and again, I'm no expert. Uber Freight grew at 100%+ but what was the cost of capital, and what were the margins? A company out of Florida called Arrive logisitcs is the size of Uber Freight, old school…