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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

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97,794 views • 2 months ago •via X (Twitter)

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17 Comments

Mortimor2 months ago

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.

Rex Kirby2 months ago

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

Sean2 months ago

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

Nave2 months ago

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

AK2 months ago

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

Scott Sutherland2 months ago

Its that simple.

Bob2 months ago

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.

David Liu2 months ago

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

LE 🇺🇸 (e/acc)2 months ago

Yet they’re lobbying to block AVs lmao clown show

Partha, SEBI RIA2 months ago

Wrote on Uber thesis a while back:

E2 months ago

Then why are they opposed to it?

White Africanite2 months ago

why does he look like an effete bezos with hair

theMiddleEighty2 months ago

@grok when was this

Walter🧡🧡🧡2 months ago

He’s so looking to get out

TheStockBro2 months ago

Yeeeeee

Rafito Membroza2 months ago

link to the interview

Tree1 month ago

@KonsultInvest

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