Building Arks (@buildingarks): "For me this is the key with Uber. This cost is going to come down dramatically with AV, standardised designs, and cheaper Chinese cars, making personalised transport and delivery much more affordable. Uber’s TAM is going to compound rapidly over the next 10 and 20 years. Not inv…"

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For me this is the key with Uber. This cost is going to come down dramatically with AV, standardised designs, and cheaper Chinese cars, making personalised transport and delivery much more affordable. Uber’s TAM is going to compound rapidly over the next 10 and 20 years. Not investment advice.

Uber’s user base is fundamentally limited by the high marginal cost not of its service, but of the product it distributes.

Building Arks

Apr 7

10:15 PM

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