DaaS 2.0 is an Uber, VDI is a Taxi
We’ve used the analogy of Uber to describe the simplicity of Workspot solutions in a previous blog, but here’s another take on the analogy from a market perspective. Way back in June 2014 Aswath Damodaran, an NYU professor, wrote an article questioning the $17B valuation Uber had just received. Subsequently, in November of 2015, he wrote another article saying that his previous $6B valuation was wrong because he had valued Uber as just another urban car service company.
What did they miss?
What was it about Uber that Aswath (and others) missed when considering the value of the company? When we think about the success of Uber, do you think it stemmed from them carving out a piece of the existing demand? Or did Uber unlock latent demand?
I believe it’s the latter. Uber and Lyft have created scalable services that unlocked hidden demand for all kinds of transportation use cases. Is Mom stuck at work and Joey needs a ride after football practice? Joey uses the Uber account Mom funds and gets home safely. Kids heading out for a house party? Don’t take any chances! Ensure they have a safe ride with Lyft. It sure beats having Dad pick you up after the party (kids even benefit from the “cool factor”). Elder parents shouldn’t really be driving? Uber is the answer to them maintaining their freedom and becoming too isolated.
Read the entire article here, DaaS 2.0 is an Uber, VDI is a Taxi
Via the fine folks at Workspot.