Uber Benefiting From Diversification, NYU's Sundararajan

The video discusses Uber's diversification strategy, highlighting its shift into Uber Eats and the impact of COVID-19 on its business model. It explores the platform's user growth and the potential for increased active users as the pandemic subsides. The asset-light model is examined for its resilience during economic shocks, comparing Uber's performance to traditional asset-heavy companies like Hertz. Finally, the video considers Uber's potential to become a price setter in the rideshare market, while facing intense competition in food delivery.

What does the diversification strategy of Uber illustrate about the traditional rules of business?

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How did Uber's performance in the food delivery sector during COVID compare to its competitors?

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What factors are expected to drive the increase in active platform users for Uber in 2021?

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What implications can be drawn from Uber's asset-light model in comparison to traditional companies during the pandemic?

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How does the cost structure of Uber differ from that of traditional hotel chains and car rental companies?

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In what ways has the pandemic affected the competitive landscape for Uber's rideshare and food delivery services?

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What are the potential future trends for Uber in terms of pricing strategy in the rideshare and food delivery markets?

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