I still don't see $40B
"Does that make Uber worth $40 billion? All a bit speculative really but it is at least conceivable that it does."
I still don't see the secret sauce as unique. Let's say that Google tech is up to snuff, *and* that technology improves beyond that:
* No urban restriction - tech is up to snuff right to handle suburb, exburb and even rural... or we discounting that?
* Uber booking app? Why wouldn't you just hookup CraigsList (insert similar bulletin board style handling) and bypass the middle man? You don't need to rate the driver since there isn't one - only the state of the vehicle;
* Why would it have to be a company owning the car bots? If making cash is so great, why wouldn't a private person invest in a vehicle that goes out and works for them? And they look after maintenance etc. And using supply/demand how wouldn't this push down the pricing to low 'optimal' level?
So again, what is the basis for the "conceivable" $40B valuation in the car bot world? Quite frankly, what is the basis for the "conceivable" $40B valuation with the secret sauce for Uber in the *non*-car bot world?