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Andrew Smith's avatar

Good points, Devansh. One additional observation: there's only one Meta out there, a Big Kahuna who took its first mover advantage and not only helped to invent the new landscape, but embedded itself into the lives of billions. This was certainly a right place, right time scaling up that I don't think any company founded after 2010 could hope to attain.

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Joey Padgett's avatar

Great post. The only part I disagree with is the characterization that Uber will never work economically. I take your point that on-demand ride hailing isn't going to work, but food delivery has been working for them, and I think virtually all on-demand services that can be fulfilled with a single car will work when those cars can drive themselves (this is not an original idea, but maybe the more PC way of phrasing what Travis Kalanick used to say publically...)

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