---

---

● Tesla Robotaxi, Uber Killer

Uber’s Collapse Signal and the Reorganization of the Ride-Hailing Service Market

In the United States, the conflict between Uber and taxi drivers has already been resolved, but this is not yet the case in South Korea.
From now on, we will examine how Uber is collapsing, why emerging tech companies like Tesla are targeting this market, and
what kind of economic ripple effects these changes will have on the global automotive industry, the mobility market, and the job market in detail.
We will also look at the impact of a future without taxi drivers, price innovation, and market expansion declarations on our society and the global economy,
and what signals we should each pay attention to in the future.

1. Context of Resolution of Uber and Taxi Conflicts in the United States

– In the United States, there was fierce conflict with existing taxi unions in the early days of Uber’s introduction,
but eventually, it settled into a direction of coexistence to some extent through market logic and institutional adjustments.
– The value of taxi licenses (medallions) plummeted in major cities, and the sharing economy was officially recognized as an industrial structure.
– The current ride-hailing service market in the United States is in a state where platform companies such as Uber and Lyft and existing taxis have secured their respective roles.
– The barrier to entry for new companies has been lowered, and price competition and consumer choice have been expanded.
– Deregulation, digital transformation, and the boundaries with the automotive industry (automobile factory operation, autonomous driving experiments, etc.) have begun to blur.

2. Current Situation in Global Markets Different from South Korea

– In South Korea, conflicts between taxi drivers and platform companies (Uber, Tada, etc.) are still ongoing.
– Uber-style business models have not been activated due to insufficient social consensus and regulatory maintenance.
– Southeast Asia and Europe are developing in various forms (carpooling, rental cars, etc.) to suit the laws of each country.
– Domestic and foreign regulatory directions, service quality, and job issues are complexly intertwined.
– The ripple effects and consumer demand vary by market, so global economic forecasts for policy directions differ.

3. Tesla’s Market Entry: A Game Changer Foretold

– Tesla is forming a competitive structure with Uber, promoting the convergence of autonomous vehicles and ride-hailing services.
– Core strategy: ‘Driverless ride-sharing’ service → radical competition possible with fares less than half.
– Small-scale pilots (tests) are underway in some cities in the United States, such as Austin.
– Existing Uber and Lyft have driver labor costs accounting for more than 50% of total costs,
Tesla, based on autonomous vehicles, is trying to completely change this structure.
– The speed of service expansion (scale-up) is expected to accelerate as the supply (number of vehicles) can be freely expanded.

4. Summary of Economic Impact and Signals to Watch

– Changes in the global automotive industry paradigm:
Restructuring of production and employment structure, growth of platform companies, intensification of autonomous driving competition.
– Shift in leadership in the mobility market: from vehicle ownership to vehicle sharing,
and ultimately to the driverless car riding market.
– Inevitable shock to the job market: concerns about mass reduction of taxi and Uber drivers,
possibility of creating new industry jobs in related industries.
– Collapse of service price structure: fee competition, increased consumer welfare, formation of new value chains.
– Changes in investment and technology-centered economic indicators: attention needs to be paid to the growth rate of intellectual property, big data, and mobility solution companies.

5. What to Pay Attention to in the Future?

– Pay attention to the trends in domestic and foreign autonomous driving, on-demand mobility, and platform business regulations.
– Observe the initial performance of new global companies such as Tesla, and changes in the user experience of driverless services (input → output).
– Monitoring of chain economic effects such as the traditional taxi market, labor market, and real estate (license value) must be included.
– Global investors and policymakers are considering ‘strategic positioning’ to prepare for the collapse of the industrial structure itself and the creation of new value.

< Summary >
Uber and taxi conflicts in the United States have been resolved with market and policy establishment.
Conflicts continue in some countries, including South Korea, and regulations are not in place.
The entry of new businesses based on autonomous driving, such as Tesla, is shaking the market price, industrial structure, and even jobs.
Consumers, investors, and companies all need to pay attention to the signals of such major structural changes.

---

[Related Articles…]

• The Future Economic Map Changed by the Autonomous Driving Revolution
• The Impact of Platform Business on Jobs

*YouTube Source: [이효석아카데미]

– 테슬라 로보택시 우버를 어떻게 붕괴시킬까? #로보택시 #우버 #테슬라