Uber's New CEO
This is a thoughtful analysis into the whole Uber CEO opinion, but it is opinionated. Aggregation theory is one way to derive Uber's value, but you can make a compelling argument that supply drives demand.The reason why I don't use taxis in Australia is partly because the experience is far better with Uber and the cost is cheaper, but also because Uber is the most reliable. Without drivers and such reliability, I can't use Uber even if I want to.Does demand drive supply? Yes. But does supply drive demand? Yes too. With a two sided marketplace, you can't just focus on one.