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I have noticed when Tesla’s cyber cab venture has positive news Uber shares tend to fall. However, I am a firm believer Ubers scale, cross platform integrations, speed to market and hybrid supply approach will be most effective at leading this market in the long run, just as well as they do now. A partially fixed robotaxi fleet cannot switch supply on and off as quickly and efficiently as a hybrid approach with humans can. This will be a huge …
— ORIGINAL POST ·
UBERS AV THREAT IS BEING OVERSTATED BY MARKETS - A significant undervaluation which will be corrected sooner or later!
· r/ValueInvesting
· Oct 10, 2026