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by ProAm
2459 days ago
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This is spot on. Uber deep down is only a logistics company. Maybe logistics with a price modeling underneath, but its not a ride sharing company. That's what they are using their logistics software for today (and now meal delivery) but as soon as they realize the can license their logistics software for pretty much any industry, they will layoff thousands and simply license software and raking in buckets of money for YEARS. This is where they will finally find true meaning in their valuation. |
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