Bill Gurley: Uber Could Hurt Rental Car Business

The video discusses Uber's competitive advantage over rental cars due to its convenience and pricing. It highlights a shift in consumer behavior, where many riders are choosing to forgo car ownership, a trend not anticipated in Uber's original investment thesis. This shift presents a significant business opportunity for Uber.

In what ways is Uber considered competitive in the transportation market?

How does Uber's pricing compare to traditional rental cars?

What are some reasons riders are choosing to get rid of their cars?

What was the original investment thesis regarding car ownership?

What business opportunity does the shift away from car ownership present?