In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a

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Show Notes

(0:00) — Podcast Format Announcement
(3:37) — Uber History
(11:12) — Alibaba Analogy
(13:24) — Management & Increasing Monetization
(16:32) — Opportunities
(18:57) — Grocery Delivery
(20:42) — Where Will Growth Come From?
(22:36) — Uber Freight
(23:20) —AV Opportunity
(26:22) — AV Risk (Waymo)
(29:24) — Robotaxi
(35:21) — Agentic AI
(37:52) — Valuation

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. Breaking down Uber and the AV Threat

The Synopsis

Dialogue. Breaking down Uber and the AV Threat