The strategy of grabbing the whole cab market first and then pivoting to autonomy just didn't land for Uber. They pumped billions into a bet that autonomous driving would be the endgame, but that path failed hard. Instead of doubling down on the tech, they got distracted spreading out into food delivery and other side hustles. It's a stark contrast to how hybrid software-car manufacturers actually win; for them, self-driving isn't an afterthought, it's the core sales pitch and they pour everything into making it work. Uber was mostly playing a numbers game, proving they had enough riders to secure funding rather than executing the actual technology. Now that reality is setting in, their slice of the pie is about to shrink fast. The road ahead is crowded with heavy hitters like Tesla and Waymo plus a wave of Chinese competitors ready to take over the space. You can't just chase scale when the product isn't there. Focus focus focus. #Tesla