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71 Physical scale Electric changes Mobile Is Eating the World, 2016-2017

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71
Physical scale
Electric changes
barriers to entry…
But bashing metal is
still about scale
Data
network effects
Driving behaviour
data to feed ML
HD 3D maps
How many winners?
On-demand
network effects
Virtuous circle:
density of cars +
density of riders
Uber + Lyft
Where is the competitive moat in cars?
Once batteries and sensors are commodities, where are the strategic levers? Still lots of
unanswered questions

Publicado en: Tecnología

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