Tesla vs. Uber vs. Lyft

[green48]

I wrote an article explaining the challenges ahead for Lyft and Uber as Tesla gears up for full autonomy.

Would love to hear your thoughts!

Lyft, Tesla, Uber, and the Two Newspaper Town

 

[Brando]

Two more companies to help create FUD for Tesla.
side note: I think it was Uber that cut driver pay ~25% - yes, drivers making way too much money?? color me speechless.

Not too Worry, the SEC will come to the rescue and either remove Elon or put him in jail.

 

[CarlK]

When Kalanick was Uber CEO he reportedly said the Uber business will not exist if it's not among the first companies to have autonomous cars. He asked (Elon or someone on Tesla board) to buy all 500,000 autonomous Model 3 Tesla was going to make in 2020. The timing was off, Model 3 came sooner and FSD could be later than expected, but that idea is still valid.

 

[green48]

When Kalanick was Uber CEO he reportedly said the Uber business will not exist if it's not among the first companies to have autonomous cars. He asked (Elon or someone on Tesla board) to buy all 500,000 autonomous Model 3 Tesla was going to make in 2020. The timing was off, Model 3 came sooner and FSD could be later than expected, but that idea is still valid.

I think Kalanick was spot on there. But once Elon realized Uber was screwed without vehicles, there was no way he'd ever give up on ride-sharing. Elon is in the drivers seat and he knows it.

 

[CarlK]

I think Kalanick was spot on there. But once Elon realized Uber was screwed without vehicles, there was no way he'd ever give up on ride-sharing. Elon is in the drivers seat and he knows it.

We now know that was Waymo's plan too. That's what Uber was scared of the most at that time. Another story told by Kalanick was he once called Elon to talk about this. Elon did not seem to want to give him a straight answer. He said he knew right away Elon was thinking of doing it himself too. That's when he started Uber's own autonomous car project. He knew the ride share software is easy. The valuable part is the driver, or autonomous car, network. Autonomous ride sharing is not only cheaper the best part is it does not have all those issues accociated with human driver. That's what will happen sooner or later.