https://a16z.com/2017/02/08/transportation-as-service-autono...
Edit: The podcast is a conversation with Taggart Matthiesen, director of product at Lyft.
Planting/havesting/etc regular rows of crops on private property with computer positioning control is easy compared to high-level auto-driving on public roadways.
Similar position-automation technology is widely used in mining, construction and more.
I fully expected that my daughters, now 12 and 13, might never need to own cars. My wife even thinks they may never need to learn to drive. I now think that's unrealistic. It's true that for 95%+ of most journeys, self driving cars would be fine, but that last 5% or less really matters even if for only a minority of journeys. Finding a parking space can be very hard and our current streets, curbs and driveways aren't designed for self-driving vehicles. Rural settings can also be highly challenging.
I think the big changes initially will be road haulage because companies can re-engineer pickup and drop-off points to be highly autonomous friendly and automated. Next will be companies like Uber and Lyft providing driverless cabs from and to designated points. Then a gradual demographic trend to less car ownership, but driverless cars for the masses are going to take at least a decade to come IMHO. The last 10m is really tough in too many common scenarios.
If cars were really just to get around, we'd see different kinds of cars on the road. Cars are a lifestyle symbol and for many people a place where they spend a lot of time. You don't want to rely on municiple fleets for that.
But at least that part of the moat disappears when you no longer need drivers.
They announced today that they've logged their 1 millionth test mile, and completed over 30,000 passenger rides in Pittsburgh and Tempe.
I have no idea how good their cars are compared to their competitors, but, with 200 test cars, their operation is supassed in scale only by Waymo.
They're hard at work digging their moat. Clearly Lyft has some tricks up it's sleeve as well.
Or maybe not, maybe they'll be some point where the software matures enough that people end up being sort of indifferent between who developed it as long as it passes some "good enough" threshold, and some of the set of developers with good enough software will license it to whoever wants it to undermine the dominant player. For example I'm not sure which of the Maps/directions apps out there right now is actually the best, but they all seem good enough to use and I can't actually tell which is superior except for rare edge cases that I won't see often enough to be able to quantify.
If they come to market at the same time as others they'd need to find a manufacturer that doesn't already offer it. If they want to be first they need to beat manufacturers that have recognised the risk and can spend several billions a year without making a loss..