4 Comments

Great article as usual, Prof. I look forward to these every Monday!

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Thank You!

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Excellent takedown Prof. Do you think platforms should stick to technology and stay away from managing inventory? At the end of the day, customers want seamless experiences and not aggregators like Uber. Would love your thoughts.

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Great question. There is a tradeoff here, but wouldn't it be great if it was like Uber where the right car will just be dropped by the previous customer at your doorstep. Not trivial at all at this point, but I don't think they necessarily have to carry inventory.

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