Quote:
Originally Posted by Mihkel05
Uber is actually branding as a commodity and not a marketplace. I don't know why people claim it is a marketplace or it has network effects.
It is simply trying to get your from point A to point B, with a few levels of transport (Black/Pop/Bus/etc), with no consumer choices (car/tip/etc). It is pretty much the exact opposite of a marketplace.
Why don't you actually write out your thesis rather than speak in convoluted abstracts? You're being sold investment marketing baloney, which loves abstracts. Let's hear a thesis instead.
e.g. In 2020 Uber can own x% of a market that will be $y billion and can make z% profit doing it, and here's why.
There are so many steps to get from here to there that seem to be hidden for you behind nonsense like "logistics" and "commodity" and "marketplace" and "autonomous driving" and "core driver of valuation".
How big will the market be, how much can Uber own of it,and why? You threw out "multi trillions" before I believe. What does that consist of? Moving people around? Goods? Be specific. If you were specific rather than waffly you would never have mentioned logistics, because all of their meaningful valuation will be in moving people around aka being a taxi service. Which doesn't sound as sexy but is reality.
So. Uber is going to be the next great big taxi service with a gigantic fleet of self driving cars all around the globe. Why will they get there, and not someone else? Why will competition not squeeze them out. How much revenue and profit will there be?