Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

Bill Ackman on his $UBER thesis from an interview released today: "We think they're a big beneficiary of you know autonomous driving is going to reduce the cost of getting from one place to another is going to reduce insurance costs. These are and that will of course drive... show more

CapexAndChill

12,588 subscribers

97,794 Aufrufe • vor 2 Monaten •via X (Twitter)

Wissenschaft & Technologie Finanzen

Anya Rossi• Live Now

Private livecam show

17 Kommentare

Profilbild von Mortimor

Mortimorvor 2 Monaten

I think he’s spot on here. The idea that in order to be bullish on autonomous vehicles you have to be bearish in uber is ridiculous. Waymo literally runs through uber, once tesla is actually scaling theirs I would bet very surprised if they don’t partner with both Uber and Lyft to offer rides through their apps. I’m seriously considering consolidating all my investments into Uber, the stock is tremendously undervalued.

Profilbild von Rex Kirby

Rex Kirbyvor 2 Monaten

Waymo will be in Google Maps in the future I’m sure

Profilbild von Sean

Seanvor 2 Monaten

Not sure about this one. Too much capex ex for Uber. More competition.

Profilbild von Nave

Navevor 2 Monaten

His entire thesis is essentially not believing Tesla will deliver on robotaxis in a meaningful way & that ppl won’t want to download an app… @elonmusk this guy needs a tour of gigatexas ASAP $TSLA

Profilbild von AK

AKvor 2 Monaten

He thinks everyone knows he went to Harvard and is interested in his thoughts

Profilbild von Scott Sutherland

Scott Sutherlandvor 2 Monaten

Its that simple.

Profilbild von Bob

Bobvor 2 Monaten

Ackman doesn't believe Tesla has exceptional capabilities. I can never take his views seriously. Tesla solved FSD, this is a monumental achievement in human history.

Profilbild von David Liu

David Liuvor 2 Monaten

The assumption of people don't want to download multiple apps to compare costs seems off. People around me and me personally always check the price between 2-3 apps before ordering a ride

Profilbild von LE 🇺🇸 (e/acc)

LE 🇺🇸 (e/acc)vor 2 Monaten

Yet they’re lobbying to block AVs lmao clown show

Profilbild von Partha, SEBI RIA

Partha, SEBI RIAvor 2 Monaten

Wrote on Uber thesis a while back:

Profilbild von E

Evor 2 Monaten

Then why are they opposed to it?

Profilbild von White Africanite

White Africanitevor 2 Monaten

why does he look like an effete bezos with hair

Profilbild von theMiddleEighty

theMiddleEightyvor 2 Monaten

@grok when was this

Profilbild von Walter🧡🧡🧡

Walter🧡🧡🧡vor 2 Monaten

He’s so looking to get out

Profilbild von TheStockBro

TheStockBrovor 2 Monaten

Yeeeeee

Profilbild von Rafito Membroza

Rafito Membrozavor 2 Monaten

link to the interview

Profilbild von Tree

Treevor 1 Monat

@KonsultInvest

Ähnliche Videos

Bill Ackman on $UBER: Autonomous driving should lower ride and insurance costs → lower prices → more demand. “Uber stock is extremely cheap, and is very complicated to be disrupted” “Regardless of who wins autonomous driving, consumers will still use Uber’s app to access those vehicles”

Bill Ackman on $UBER: Autonomous driving should lower ride and insurance costs → lower prices → more demand. “Uber stock is extremely cheap, and is very complicated to be disrupted” “Regardless of who wins autonomous driving, consumers will still use Uber’s app to access those vehicles”

Lorenzo Couget

108,592 Aufrufe • vor 1 Monat

How are we going to address the cost of living crisis? We're going to stand up to the big corporations that are driving up costs, from healthcare to housing.

How are we going to address the cost of living crisis? We're going to stand up to the big corporations that are driving up costs, from healthcare to housing.

Peggy Flanagan

12,496 Aufrufe • vor 9 Monaten

We know how to reduce the cost of health care. We know how to lower the cost of housing. We know how to stimulate the economy and increase wages. But Democrats won’t vote with us to do it—which is why Republicans ought to pass another reconciliation bill.

We know how to reduce the cost of health care. We know how to lower the cost of housing. We know how to stimulate the economy and increase wages. But Democrats won’t vote with us to do it—which is why Republicans ought to pass another reconciliation bill.

John Kennedy

105,748 Aufrufe • vor 9 Monaten

Josh is a small business owner: “Trump’s plans for tariffs…will hurt the economy as a whole…Do you think that big businesses are going to eat the rising cost of those tariffs? Hell, no, they’re not. Big business is going to pass those costs straight to the consumer.”

Josh is a small business owner: “Trump’s plans for tariffs…will hurt the economy as a whole…Do you think that big businesses are going to eat the rising cost of those tariffs? Hell, no, they’re not. Big business is going to pass those costs straight to the consumer.”

Business Leaders for Harris

15,847 Aufrufe • vor 1 Jahr

Rampell: If you voted for Trump because you thought he was going to bring down the cost of housing, a lot of our lumber, cement, and other materials comes from Canada, which means that construction costs are going to go up

Rampell: If you voted for Trump because you thought he was going to bring down the cost of housing, a lot of our lumber, cement, and other materials comes from Canada, which means that construction costs are going to go up

Acyn

1,298,551 Aufrufe • vor 1 Jahr

Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.

Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.

Acyn

494,248 Aufrufe • vor 9 Monaten

.President Donald J. Trump on lowering the cost of farm equipment: "We’re going to take off a lot of the environmental restrictions that they have on machinery... we’re going to take a lot of that nonsense off of the equipment, which is going to reduce [prices]."

.President Donald J. Trump on lowering the cost of farm equipment: "We’re going to take off a lot of the environmental restrictions that they have on machinery... we’re going to take a lot of that nonsense off of the equipment, which is going to reduce [prices]."

Rapid Response 47

66,470 Aufrufe • vor 10 Monaten

Auchincloss: I want everyone to look at their auto insurance bill and their home insurance bill. Take a picture of it now. Take a picture of it 18 months from now. It’s going to go up double digits because your premiums are a message from the future about the cost of living. The cost to repair a car or a house is going to spike because lumber, steel, and aluminum are all taxed now

Auchincloss: I want everyone to look at their auto insurance bill and their home insurance bill. Take a picture of it now. Take a picture of it 18 months from now. It’s going to go up double digits because your premiums are a message from the future about the cost of living. The cost to repair a car or a house is going to spike because lumber, steel, and aluminum are all taxed now

Acyn

192,983 Aufrufe • vor 1 Jahr

Right now, the agitators think Trump is about to back down because of "poll numbers" according to Nick Sortor and Cam Higby 🇺🇸 who are on the ground in Minneapolis: "You have to make an example out of this place ... right now they firmly believe they're going to get away with all of this, and that ICE is going to back down. "You know, they're talking about these poll numbers, which I don't even believe are real poll numbers. Because if you talk to actual people on the street, they don't want to live next to Venezuelan rapists." This is a critical test of the administration's will. We must have ZERO tolerance for lawlessness. Squash the agitators quickly, the rest will get the memo, and the news cycle moves on.

Right now, the agitators think Trump is about to back down because of "poll numbers" according to Nick Sortor and Cam Higby 🇺🇸 who are on the ground in Minneapolis: "You have to make an example out of this place ... right now they firmly believe they're going to get away with all of this, and that ICE is going to back down. "You know, they're talking about these poll numbers, which I don't even believe are real poll numbers. Because if you talk to actual people on the street, they don't want to live next to Venezuelan rapists." This is a critical test of the administration's will. We must have ZERO tolerance for lawlessness. Squash the agitators quickly, the rest will get the memo, and the news cycle moves on.

Andrew Kolvet

79,838 Aufrufe • vor 8 Monaten

RICK SCOTT: Government is your problem. They're causing the cost of everything to go up McENANY: But you were one of the few Republicans to vote against the bipartisan Road to Housing Act. Why? SCOTT: I don't see how it's going to drive down the cost of housing. The federal government cannot drive the cost of housing down McENANY: Except you do have your own bill

RICK SCOTT: Government is your problem. They're causing the cost of everything to go up McENANY: But you were one of the few Republicans to vote against the bipartisan Road to Housing Act. Why? SCOTT: I don't see how it's going to drive down the cost of housing. The federal government cannot drive the cost of housing down McENANY: Except you do have your own bill

Aaron Rupar

271,959 Aufrufe • vor 3 Monaten

WILD TAKE: Bill Maher on the Supreme Court Striking Down Parts of the Voting Rights Act: “We’ve heard a lot of talk about a civil war. This is like a step toward that. I saw the map. The picture of the map of what it’s going to look like. There’s going to be no black congress people from the South.” “You think you can cut off the part of the country that has the most African Americans in it, and that map is completely red… and you think people are just going to take that lying down.” Bret Stephens: “What I think you’re actually going to have is you’re going to have black representation, but a lot more of it is going to be Republican.”

WILD TAKE: Bill Maher on the Supreme Court Striking Down Parts of the Voting Rights Act: “We’ve heard a lot of talk about a civil war. This is like a step toward that. I saw the map. The picture of the map of what it’s going to look like. There’s going to be no black congress people from the South.” “You think you can cut off the part of the country that has the most African Americans in it, and that map is completely red… and you think people are just going to take that lying down.” Bret Stephens: “What I think you’re actually going to have is you’re going to have black representation, but a lot more of it is going to be Republican.”

RedWave Press

864,210 Aufrufe • vor 5 Monaten

🇮🇹 Meloni: I believe these provocations from Moscow are multiplying because Putin needs to shift attention by creating an escalation with Europe. This comes from a situation on the battlefield in Ukraine that is not going as Putin had predicted, declared and promised to his people. I think we should not respond to these provocations. Responding to these provocations would be more in the interest of Moscow than of Europe.

🇮🇹 Meloni: I believe these provocations from Moscow are multiplying because Putin needs to shift attention by creating an escalation with Europe. This comes from a situation on the battlefield in Ukraine that is not going as Putin had predicted, declared and promised to his people. I think we should not respond to these provocations. Responding to these provocations would be more in the interest of Moscow than of Europe.

MAKS 26 🇺🇦👀

378,333 Aufrufe • vor 19 Tagen

JD Vance on Iran: Opening the Strait of Hormuz is why oil prices went from a high of $126 down to about $75 today. And they're also why the price of gas, as we speak, for the first time since March, is under $4 despite going up to an average of about $4.60. Source: Allie Beth Stuckey

JD Vance on Iran: Opening the Strait of Hormuz is why oil prices went from a high of $126 down to about $75 today. And they're also why the price of gas, as we speak, for the first time since March, is under $4 despite going up to an average of about $4.60. Source: Allie Beth Stuckey

Clash Report

13,691 Aufrufe • vor 3 Monaten

Thanks to Donald Trump and his disastrous tariffs, housing costs are way up. “If Republicans are not going to bring down the cost of housing, then leave it to the Democrats because when we're in charge of this place, we are going to bring down housing costs.” Elizabeth Warren

Thanks to Donald Trump and his disastrous tariffs, housing costs are way up. “If Republicans are not going to bring down the cost of housing, then leave it to the Democrats because when we're in charge of this place, we are going to bring down housing costs.” Elizabeth Warren

Senate Democrats

66,677 Aufrufe • vor 9 Monaten

🚨 Joe Lonsdale and Kevin Mandia on the rise of AI super hackers: "Sooner or later the beast is going to come out of the cage..." Joe Lonsdale: One of my big fears for 2026, and one of the reasons I want to have this chat is that these things are getting so much better that a lot of corporations and governments aren't ready for it and aren't ready for what's coming. Kevin Mandia: So they're not, right? But they know about it. I haven't met a business leader that doesn't think AI is going to change cybersecurity. They all know it. And sooner or later the beast is going to come out of the cage on offense. And it already is in social engineering, like you will have spearfishing or fake emails designed to dupe people that as context appropriate comes from the right people. Joe Lonsdale: I get these all the time. Kevin Mandia: They're indistinguishable in reality from emails you get. I mean, it's amazing what people can learn. You're going to start seeing social engineering automated, where six seconds of Joe Lonsdale's voice is going to be used to get a help desk to do something. So you're going to have AI attacking on offense, and it's asymmetric, by the way. That's the unfair fight. It is way more costly on defense than it is on offense. One person on offense can create work for millions of people. Fast forward two or three years, Joe, you're going to see an autonomous defense crafted, trained by the world's best cyber offense...

🚨 Joe Lonsdale and Kevin Mandia on the rise of AI super hackers: "Sooner or later the beast is going to come out of the cage..." Joe Lonsdale: One of my big fears for 2026, and one of the reasons I want to have this chat is that these things are getting so much better that a lot of corporations and governments aren't ready for it and aren't ready for what's coming. Kevin Mandia: So they're not, right? But they know about it. I haven't met a business leader that doesn't think AI is going to change cybersecurity. They all know it. And sooner or later the beast is going to come out of the cage on offense. And it already is in social engineering, like you will have spearfishing or fake emails designed to dupe people that as context appropriate comes from the right people. Joe Lonsdale: I get these all the time. Kevin Mandia: They're indistinguishable in reality from emails you get. I mean, it's amazing what people can learn. You're going to start seeing social engineering automated, where six seconds of Joe Lonsdale's voice is going to be used to get a help desk to do something. So you're going to have AI attacking on offense, and it's asymmetric, by the way. That's the unfair fight. It is way more costly on defense than it is on offense. One person on offense can create work for millions of people. Fast forward two or three years, Joe, you're going to see an autonomous defense crafted, trained by the world's best cyber offense...

American Optimist

33,295 Aufrufe • vor 7 Monaten

Senior Iranian official Mohsen Rezaee: We want to maintain the security of the Strait of Hormuz. We want to protect the environment of the Strait of Hormuz. We must establish an insurance mechanism so that incidents occur—ships that encounter problems are covered to reduce their risk. And when we provide all of this, these costs cannot come out of the pockets of the Iranian people. These costs must be collected from those who are transporting oil through this strait. Source: NewsNation

Senior Iranian official Mohsen Rezaee: We want to maintain the security of the Strait of Hormuz. We want to protect the environment of the Strait of Hormuz. We must establish an insurance mechanism so that incidents occur—ships that encounter problems are covered to reduce their risk. And when we provide all of this, these costs cannot come out of the pockets of the Iranian people. These costs must be collected from those who are transporting oil through this strait. Source: NewsNation

Clash Report

76,773 Aufrufe • vor 3 Monaten

Doocy: Is the WSJ right that Republicans are worried that if people's health insurance costs go up, Republicans could be blamed? Scott: No. Health care costs are going up because of Obamacare, The question is going to be, are we going to subsidize everybody's health care?

Doocy: Is the WSJ right that Republicans are worried that if people's health insurance costs go up, Republicans could be blamed? Scott: No. Health care costs are going up because of Obamacare, The question is going to be, are we going to subsidize everybody's health care?

Acyn

388,495 Aufrufe • vor 1 Jahr