Sam Korus
@skorusARK
Director of Strategy and Investment @ARKinvest.
Disclosure
Joined December 2013
439 Following 149.8K Followers
Flywheels work in both directions.
When modeling robotaxis taking share from Uber I think the risk is more reflexive than people appreciate:
AVs skim the dense, high-utilization trips → driver $/hour breaks → supply exits → Uber must charge more as AVs charge less. The flywheel that built Uber runs in reverse just as well.
Show more
