#445 tesla vs Uber : Will UBER Be Dead by 2030? |
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#445 tesla vs Uber : Will UBER Be Dead by 2030? |
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Uber centered on developing and deploying autonomous robo-taxis. Tesla is pursuing a strategy of general autonomy, utilizing massive datasets and camera-based AI to train vehicles, which allows them to undercut current ride-share prices drastically and threatens to make both Uber and private car ownership obsolete. However, Tesla faces a significant political risk due to the "black box problem," where regulators fear they cannot explain why an autonomous vehicle crashed, potentially leading to a market ban. In response, Uber is shifting its business model to become an aggregator for driverless vehicles, moving away from the human-driver gig economy. This counter-strategy is built on a vital partnership with Nvidia, wherein Uber is providing massive amounts of real-world driving data to help Nvidia develop an AI brain that can be integrated into vehicles made by various manufacturers, ensuring Uber remains adaptable and diversified against single-company threats. Ultimately, the outcome will determine whether vertically integrated automakers like Tesla or platform aggregators like Uber will control the future of autonomous transportation.