Can you short Uber?
What is Uber isn&#x27;t a car&#x2F;personal transport company at all?<p>As has been pointed out numerous times, network effects don&#x27;t really have the same power in the &quot;taxi competitor&quot; market as they do in - say - social networking.<p>But there is a business where network effects are potentially at least as powerful as social networking, where market leadership is divided between multiple ~$40B companies and where there is proven huge potential for market disruption.<p>It&#x27;s a market where software powered efficiencies can make a huge difference, where automation can increase margins and improve service and where the company having the most drivers (or automated devices) in each city has a huge advantage. What&#x27;s more, it is one of the few markets where international expansion gives critical network effects beyond what is possible in the US market alone.<p>Finally, Uber is already aggressively moving into this market, and yet no one seems to talk about it - I guess it just isn&#x27;t as sexy as cars.<p>As they say: <i>amateurs talk tactics, professionals study logistics</i>.<p>In this article&#x27;s defence, it does at least mention this. But I think the potential here is <i>huge</i>. Think of Uber as an Amazon competitor, taking responsibility for everything after the production of a product.