Uber’s Achilles’ Heel
Justin Waldron

Late to the party, but a good dialog that we’ll see a lot of the next few years. Agree with most of the points. I think we will start to see ridesharing look more and more like the Airline/OEM industries of today. Key differentiator in the future will be the infrastructure and fleet operations capabilities. Owning/managing a dynamic distributed fleet is a competency that not many of the front-runners have at the moment.

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