How do scooter companies stop from being completely commoditized? Uber has lock in of drivers that took Lyft a long time to compete with. I’m almost definitely underthinking it but don’t know how. Thoughts?
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High capex. Fundraising becomes a competitive advantage
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High capex relative to software but literally everything has high capex relative to software. If you compared it to e.g. real estate development it’s almost laughably low. I think if there is a barrier it’s going to be “hands on atoms eat the margins; brains and bits go hungry.”
End of conversation
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