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$UBER · Uber's Unfair Advantage in Autonomous Vehicles | $UBER
now playing · $UBER
$UBER···bullish· high· postravis hoium
Uber positioned as demand aggregator in autonomy with 10x upside to $1.5T
Uber's massive ride-sharing network (202M MAUs, 13.6B trips) makes it the essential demand aggregator for autonomous vehicle suppliers. As multiple AV companies commercialize, sup…
$LYFT···bullish· medium· postravis hoium
Lyft seen as value play with 10x potential for different reasons than Uber
Lyft is characterized as a value play with 10x potential, though for different reasons than Uber's autonomy aggregator thesis. The speaker covers Lyft in his newsletter portfolio…