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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (57766)8/13/2016 1:38:19 PM
From: Graham Osborn   of 78915
 
I hate the auto and airline industries so much as investment vehicles that I haven't given much thought to the matter of more energy-efficient or self-driving cars. If self-driving cars can overcome the regulatory hurdles, GOOGL with be the dominant margin player in the industry IMO, or perhaps Uber or Lyft - however, GOOGL has so much data in Google Maps and otherwise that they will have very competition if they continue to aggressively pursue their car and drone initiatives. Hardware looks great for a while, and other players may succeed there in the short term, but long term the magic of self-driving fleets is about data. Essentially you would have a gigantic fleet of cars run by a common cloud that manages traffic flow so cars can travel at higher speeds and in more organized formation. As with mobile phones, the sustainable profits will be in managing the network and not in making the cars, so cars will just get more commoditized at best and at worst fall out of step with network compatibility requirements. Auto insurers like GEICO will become less relevant because auto accidents will become far less common with fewer idiots behind the wheel. I fully expect that within my lifetime it will be illegal for human operators to drive on public highways.
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