- Entry
- $71.65
- Now
- $68.45 -4.5%
- Target
- —
- Score
- —
People love to claim uber vs AV is same as apple vs Nokia, Netflix vs blockbuster. However, these are just very lazy argument without deep thinkings I can list counter examples like EV vs legacy car, perplexity vs Google, Amazon vs Walmart, Airbnb vs bookings, etc If you look at the nature of rideshare business, it is just a commodity service with low margin. Riders mainly care about time and cost, so it is impossible to offer a superior rideshare …
— ORIGINAL POST ·
People are being too bearish on Uber
· r/ValueInvesting
· Sep 11, 2026