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Prediction: Uber goes the way of webvan, personal mobility is served by Google vehicles with Fedex/UPS/USPS owning the lion's share of freight self driving vehicles.

If you don't think Fedex and UPS have logistics and fleet management down to a science, I highly recommend you research their capabilities.



I'd agree, except for two things:

1. Google isn't going to be a player in personal mobility. Their technology is no more up to the task than Tesla's or anyone else's. Expect to see a few incremental improvements from all major automobile manufacturers in open-road autonomy, but nothing that's going to enable a driverless taxicab or anything like it.

2. Webvan isn't a good comparison for Uber, except in that it's dead. The actual concept behind Webvan was a good one and is now offered by many, many companies. Had it not been founded when it was, it's likely it could have raised a few more rounds, learned the lessons it needed to, and become profitable. There's nothing about Uber that's novel or interesting; from the end user's perspective, it's no different from Flywheel, which is nothing but the pre-Internet telephone-dispatched taxicab company with a new communication frontend. The only thing Uber has going for it is a structure that tries (and is now failing) to bypass regulation. Without that, it's just another taxi service.


Owning the fleet was a basic tenet of mass package shipping from the beginning.

AFAIK, Uber's MO was to organize a massive "bring your own taxi" contracting service.




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