原推：@DowJonesAl @elonmusk @barronsonline @jackhough @profgalloway @garyblack00 @luminartech On point 1,
if Uber has any defensible competitive moat at all then surely a platform that has those 2-sided marketplace dynamics *plus* data-accrual improvement vectors, and a much(!!!) higher technical implementation requirement will be defensible layer in the value chain
https://twitter.com/wintonARK/status/1588890215506407427