In Autonomous Driving, the Best Business Model May Win
Autonomous driving is a technology problem. But having the best technology doesn't guarantee you win the business.
Look at $Alphabet(GOOG)$ $Microsoft(MSFT)$ $Uber(UBER)$. The companies that win aren't always the ones with the best technology. They're often the ones with the best business model and distribution.
So who has the best business model in autonomous driving?
Who can keep vehicles full and maximize utilization?
That’s where $UBER gets interesting.
Instead of betting everything on building its own self-driving technology, Uber is partnering with multiple AV developers and bringing their vehicles onto its global ride-hailing network.
Its potential edge isn't necessarily the best autonomous driver. It's the ability to match vehicles with demand, keep fleets busy, and scale across markets without having to develop every piece of the technology itself.
The key question is whether Uber's massive demand network can help make robotaxis more economically viable than standalone fleets.
In the long run, the winner may not be the company that builds the smartest car. It may be the company that keeps it earning.
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