- Entry
- $72.99
- Now
- $68.45 -6.2%
- Target
- —
- Score
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I'm seeing a lot of debate on what happens to Uber when cars drive themselves, but I see many more ways that Uber wins in an AV future rather than loses. ***What's interesting about Uber?*** * Uber owns the **demand layer** for ride-sharing, and they continue to scale internationally, through M&A (Delivery Hero), and product innovation (Uber One, advertising platform, Uber reserve, cart builder, shop for me). * Uber has done the really hard work to scale this platform, create …
— ORIGINAL POST ·
Uber can win in an AV future, I'm buying
· r/ValueInvesting
· Sep 10, 2026