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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.
Re Uber, I think these ride sharing platforms are best positioned as logistics network & consumer facing UI for enabling go-to market strategy of all the cos building autonomous cars. Re Airbnb, most platforms say that but eventually cannibalize their supply :)
Once autonomous cars come, the service is a commodity - Uber/Lyft will be saddled w/huge bloat from running complex/competitive driver recruiting/onboarding ops...and without owning fleets, hard to compete against new lighter-weight entrants. But could be wrong.
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