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Driving Data as a Defensible Moat for Self-driving Cars by Peter Reinhardt

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In a future where self-driving cars are available for $0.25 per mile with less than 5 minute wait times, the cars are clean, and you control the music… Uber and Lyft both lose their driver-rider network effects and the market becomes a commodity rentals business again. Or does it? What would be the key competitive differentiator for a self-driving car service? Safety. The world is incredibly fixated on the safety of self-driving cars, far more than they are on the safety of human-driven cars. The implacable fear with self-driving cars is that they’ll do something crazy, crash, kill you, maim you or otherwise damage or scare you when you don’t have control. It’s terrifying. The self-driving car service with the highest safety ratings and a better safety record will simply command a higher price from riders. For example, would you pay $0.25/mile for 0.01% odds of a crash, or $0.35/mile for 0.001% odds of a crash? I’d choose the more expensive option all day long, because both prices are

Driving Data as a Defensible Moat for Self-driving Cars May 17, 2016 In a future where self-driving cars are available for $0.25 per mile with less than 5 minute wait times, the cars are clean, and you control the music… Uber and Lyft both lose their driver-rider network effects and the market becomes a commodity rentals business again . Or does it? What would be the key competitive differentiator for a self-driving car service? Safety. The world is incredibly fixated on the safety of self-driving cars, far more than they are on the safety of human-driven cars. The implacable fear with self-dr

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