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antwerpen
on April 11, 2019
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Uber S-1
> Uber does have a massive moat -- its network of drivers and riders
The network of drivers would be rendered obsolete by SDC
soapboxrocket
on April 11, 2019
[–]
Not necessarily, the capital costs of SDCs means that Uber has time to continue development since their costs for cars is essentially zero.
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The network of drivers would be rendered obsolete by SDC