Sam Korus
@skorusARK
Director of Strategy and Investment @ARKinvest.
Disclosure
加入 December 2013
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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.
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