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Why on earth would I hire Uber for logistics?

And why would I look to them for robotaxis? Waymo seems way ahead of them.






If you wouldn't, that means there is room for them to grow ...

No, it really doesn't.

If you charge people $100 to deliver a loaf of bread and you have 0 customers it doesn't mean anything about your potential market size or equilibrium price to deliver a loaf of bread, because you have 0 data points.


What are you talking about? They logistics market is already huge, and the robot taxi market will be too, as the technology improves.



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