In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a
Watch the Uber YouTube Video Here
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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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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.
Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.
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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/
