[marcus_holmes]

Cool thought, that the Last Mile will soon be commodity-priced and driverless cars will be making deliveries when they're not otherwise occupied. Software eating yet another business.

Providing capital to build a replica of an existing proven business model is easy, you already provided the example: gajillions of hosting companies providing physical hardware for peanuts because a few people had proved the business model worked. The cost of the hardware is amortised over its expected lifetime and any bank will provide the loan.

If this is Uber's future then Travis must be looking to exit before that...