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Amazon, StichFix & Netflix use data to see whats popular & make their own generic goods, clothes & content respectively. The private labels start out as complements but eventually cannibalize. What vertical is next? Food delivery networks making popular local foods?
Uber/Lyft for sure, Airbnb could but doesn’t seem like they will.
Why do you think Uber and Lyft for sure? Why not Airbnb?
When autonomous vehicles come, I’m skeptical that a transportation platform can remain dominant without vertical integration. Airbnb - not sure, but doesn’t seem culturally like they want to encroach on host turf.
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