Justin Waldron has already written about the opportunity this creates for the car manufacturers themselves, and I think his points are good.
We’re shifting from Driver Culture to Car Culture. Should that change the way we think about Uber?
Alex Danco

This assumes that Car manufacturers are free to move, when they are 1/ horrible at software 2/ full of channel conflicts with their 3rd party dealerships where they make 90% of their sale today. Pulling off what Justin describes means saying F** to your distribution network, going to zero in sales for a few quarters and then starting as a network Company? Good luck with that as a public Company….Owning his dealer network is probably one of the main competitive advantage Tesla has…

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