Comments
Unlock
觅信聚合
我的关注
原文：
There you have it, $GOOGL Waymo to explore split with $UBER per FT.
My view last year was that Uber partnering with Waymo was a bad choice… since Uber would just serve as a distribution funnel that Google needed as they scale up.
And that $NBIS Avride, other neutral players, or vertical integration would be the optimal path forward.
Now their own partner Waymo looks to be the strongest disruptor to Uber.
翻译：
就这样，$GOOGL 的 Waymo 计划与 $UBER 分道扬镳，据 FT 报道。
去年我的看法是，Uber 与 Waymo 合作是一个错误的选择…… 因为 Uber 只会成为 Google 扩大规模时需要的分销渠道。
而 $NBIS Avride、其他中立玩家或垂直整合将是最优的前进路径。
现在，他们自己的合作伙伴 Waymo 看起来将成为对 Uber 最强的颠覆者。
There you have it, $GOOGL Waymo to explore split with $UBER per FT.
My view last year was that Uber partnering with Waymo was a bad choice… since Uber would just serve as a distribution funnel that Google needed as they scale up.
And that $NBIS Avride, other neutral players, or vertical integration would be the optimal path forward.
Now their own partner Waymo looks to be the strongest disruptor to Uber.
翻译：
就这样，$GOOGL 的 Waymo 计划与 $UBER 分道扬镳，据 FT 报道。
去年我的看法是，Uber 与 Waymo 合作是一个错误的选择…… 因为 Uber 只会成为 Google 扩大规模时需要的分销渠道。
而 $NBIS Avride、其他中立玩家或垂直整合将是最优的前进路径。
现在，他们自己的合作伙伴 Waymo 看起来将成为对 Uber 最强的颠覆者。
Comments
Unlock
睡前开个Tesla的买call，赌周三交割，睡觉了。
Comments
Unlock
🔄
Loading...