11-12-2019, 05:55 PM
(11-12-2019, 05:48 PM)NilesMike Wrote: Other than BYND, I don't think any of those mentioned here are investable businesses. Not enough there, there.
Uber is going to be a real test of whether the network effect is enough to be profitable in ridesharing. Can they slowly boil their frogs in the pot and raise fares to the point of profitability, without losing too much market share to other apps? If they can't do it, I don't think anyone can make the business model work until something changes (like driverless cars).