Domino's struggled to find drivers and ultimately partnered with Uber Eats, illustrating the challenges of direct operations versus platform integration.
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Tesla, Waymo, Uber: Who Wins the Driverless War?
Oct 2, 2026
The creator discusses the competitive landscape of autonomous driving, focusing on the strategies of Waymo (Google), Tesla, and Zoox (Amazon) in relation to Uber. The creator, who is a shareholder in Alphabet, Amazon, and Uber, expresses concern about a potential race to the bottom in profitability due to independent market entries rather than collaborations. The discussion highlights the trade-offs companies face when deciding whether to partner with platforms like Uber or pursue independent distribution, drawing parallels to Domino's past decisions regarding Uber Eats.
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Nike's past decision to focus on direct-to-consumer sales at the expense of wholesale distributors backfired, leading to a decline and a subsequent effort to rebuild those relationships.
Zoox, a subsidiary of Amazon, is mentioned as independently entering the autonomous driving market, which raises questions about Uber's market share.
Tesla is mentioned as pursuing an independent strategy in the autonomous driving market, developing its own app and seeking customers directly.
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