This is a good read. I agree completely. Australian freeways are really good quality when compared to overseas. Smooth. Wide lanes. Even when compared to the Germans - and they have unlimited speed in parts with no limit.
The Dutch likewise - very good roads - but no unlimited speed at all. They do something else I like a lot though. Speed curfews - variable speed limits - and live feed cameras everywhere. I have driven there before and it really does help keep traffic moving - and increase safety.
Bringing it back to gj's initial question though - how do we capitalize from the "disruption"? And I think shorting the soon to be disrupted goes hand in hand with investing in the disruptor.
Insurance was mentioned - and I think they're a clear short in the not too distant future.
Safer cars - less claims - lower number of policies written - results in lower profits.
Or DC's have teething issues - more accidents happen - big payouts - results in lower profits again.
Lose lose for insurers? Win win for the shorters?
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