I think regarding point 6, Uber's own history of consolidating fragmented rideshare into 1 major operator suggests governments do like 1-3 major players because its easier to keep an eye on it. Maybe this implies that the 1-3 major AV networks also is more likely. The regulation is what changes the economics more than the free market in this space.
I think regarding point 6, Uber's own history of consolidating fragmented rideshare into 1 major operator suggests governments do like 1-3 major players because its easier to keep an eye on it. Maybe this implies that the 1-3 major AV networks also is more likely. The regulation is what changes the economics more than the free market in this space.
I think free markets tend to shift to 1-3 big players in network-effect businesses too. But also, 1-3 is fine. Plenty of space for profit.