• Triton

Uber's Scale Advantage

In an appearance this morning on Bloomberg TV, Triton's Rett Wallace discussed parallels between Uber and Amazon as market share leaders who benefit from the advantages afforded them by the scale of their networks. "It's very favorable for Uber to be viewed as an 'Amazon of its category'. Totally dominant player of a huge category, will eventually get to profitability. You can see why they're making that argument," said Wallace. "The other argument that they make is that platforms give birth to new products all the time." Excerpt of the appearance on Bloomberg TV - HERE