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

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Physical scale
Electric changes
barriers to entry…
But bashing metal is
still about scale
network effects
Driving behaviour
data to feed ML
HD 3D maps
How many winners?
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