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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.
