Uber's network advantage in autonomous vehicle future
The bull case for Uber is that its massive, aggregated consumer network makes it the essential distribution channel for multiple autonomous vehicle players.
The argument
The guest argued that autonomous driving software will be solved by many players rather than just one or two, shifting the competitive advantage back to network utilization and consumer distribution. He asserted that even first-party autonomous fleets will plug into Uber's network because it will drive significantly higher asset utilization.
The thesis, stress-tested
✓ What validates it
- ✓Expansion of active autonomous vehicle partnerships and live deployments beyond the current seven
- ✓Continued growth in monthly active platform consumers toward the stated goal of billions of users
▸ Risks discussed
- ▸A single player completely monopolizing the autonomous software space and bypassing third-party networks
- ▸Physical real-world deployment challenges delaying autonomous vehicle unit economics
Hear it yourself
"He is the president and chief operating officer at Uber, leading all business initiatives for the company across mobility and delivery, as well as cross platform efforts like advertising, customer support, and the company's autonomous vehicle strategy."
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