This is available in several apps today, some of which were bought for large sums directly as a…
Paul Steckler
1

One, I think the narrative and basic functionality may be there today, but no one has done more than scratch the surface of the potential to actually solve the route search problem (and many others like it) correctly. Yes, this is on tap in the months/years to come, but it is not there today, in my opinion.

Two, it isn’t necessarily that any one piece of this equation is revolutionary. The revolutionary part is integrating these disparate pieces together elegantly to build a new kind of brand that is a technology company at the core. As you mentioned, there are companies starting to acquire and bring these pieces under the same roof, which is progress. But they are only in inning one of cracking the code of how to unlock outsized value across these assets, and that will be the hard (and exciting) part.