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One guess: the routing problem(the vehicle routing problem) is a core computer science problem, for decades. Tons of research have been done about it. I don't expect Google or Uber to have any breakthroughs there, because it's pure luck. But maybe they will, or maybe they'll will ackuire someone. Let's put it down to pure luck. But assuming no brekathrough happens: one company that has tons of experience in that field is UPS, they are just finishing building a new system for running their vehicle-routing for 50K routes in the US daily, ~120 points per route, i.e. 600K customers daily. They invested ~$300 million in that system(and they employe hundreds of phd's) and they say it will give them a savings of less than 1% of revenue - just to get a sense how mature those systems are. On the other hand, it seems that have larger access to customers could enable much more ideal routes, both in cost, customer time and maybe social factor(if social matches will be part of ride sharing). So i believe that to be key to winning. And i don't think anybody can beat Google in marketing to android users, and even in the US, with iPhone's 40% share(but more wealthy users) - that's avery big advantage for Google. On the other hand, i think Google prefer not to start a huge service that employs many people, and than have self-driving cars make them unemployed and suffer the huge reputational damage. So they won't go into true shared taxis like ridewithvia.com seems to be doing very sucsessfuly, and instead stick with wazer-rider , enabling drivers to give a lift to poeple for some very modest fee. So to a certain extent, the winner in that battle would be determined by which approach of those two will win. |