There is an immature opinion I hold: the widespread adoption of autonomous driving should, in theory, benefit car manufacturers, positively impacting vehicle sales. However, when it comes to ride-hailing platforms, it seems that companies like Didi and Uber would ultimately reap the benefits. For these platforms, the shift would be merely in the supply side—yet the fundamental business model would remain unchanged.

I feel that whether it is Baidu’s Luobo Kuai Pao or Tesla’s Robotaxi platform, the success of these ventures seems unlikely. It would be more pragmatic to focus on refining the vehicles and autonomous driving technology, while leaving the ride-hailing business to established players like Didi and Uber. A partnership could be more advantageous, given the distinct business models and operational DNA that differentiate these sectors.

Pay attention to the potential turning point of VC coins.

Technologies like modularization, L0, and zk are not widely used right now, so they may seem empty.

But this doesn’t mean these technologies are useless.

When ETH was first introduced, it seemed to be just for ICOs, but later, DeFi summer changed the entire crypto world.

We can say VC made mistakes, but we can’t say VC is bad.

When crypto building blocks come together, they might create a new era.

#VCcoins #DeFi #blockchain #cryptocurrency