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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

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106,948 次观看 • 14 天前 •via X (Twitter)

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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 more demand right as the price comes down."

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 more demand right as the price comes down."

CapexAndChill

97,198 次观看 • 24 天前

🚨 Uber is making a huge Robotaxi push Brian White FutureAzA says Uber is investing $500M into Lucid, partnering with Nuro, and planning for 35,000 autonomous vehicles. Uber also wants to turn millions of drivers into a giant data network for self-driving AI! Big question: can Uber’s partnership strategy compete with Tesla’s end-to-end AI approach? $UBER $TSLA

🚨 Uber is making a huge Robotaxi push Brian White FutureAzA says Uber is investing $500M into Lucid, partnering with Nuro, and planning for 35,000 autonomous vehicles. Uber also wants to turn millions of drivers into a giant data network for self-driving AI! Big question: can Uber’s partnership strategy compete with Tesla’s end-to-end AI approach? $UBER $TSLA

Herbert Ong

27,966 次观看 • 3 个月前

NEWS: Uber today announced the launch of Uber Autonomous Solutions, what the company calls a "comprehensive suite of unique services and capabilities that are helping partners to build and successfully commercialize autonomous vehicles in multiple markets around the world." "Beyond just getting access to Uber’s demand marketplace, Uber Autonomous Solutions goes further—providing the capabilities required for true end-to-end commercialization, reducing cost per mile while increasing speed to market. They also bring comprehensive product development and support capabilities, designed to make autonomous trips more reliable for users and more economical for operators. Uber Autonomous Solutions is designed to complement their strengths by providing operational depth wherever they need it–whether that’s demand generation, rider experience, customer support, or managing the day-to-day realities of running a real-world fleet. When partners plug into Uber’s network, they can scale more efficiently, operate more reliably, and move faster.”

NEWS: Uber today announced the launch of Uber Autonomous Solutions, what the company calls a "comprehensive suite of unique services and capabilities that are helping partners to build and successfully commercialize autonomous vehicles in multiple markets around the world." "Beyond just getting access to Uber’s demand marketplace, Uber Autonomous Solutions goes further—providing the capabilities required for true end-to-end commercialization, reducing cost per mile while increasing speed to market. They also bring comprehensive product development and support capabilities, designed to make autonomous trips more reliable for users and more economical for operators. Uber Autonomous Solutions is designed to complement their strengths by providing operational depth wherever they need it–whether that’s demand generation, rider experience, customer support, or managing the day-to-day realities of running a real-world fleet. When partners plug into Uber’s network, they can scale more efficiently, operate more reliably, and move faster.”

Sawyer Merritt

156,464 次观看 • 6 个月前

Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.

Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.

Dave Lee

593,390 次观看 • 1 年前

The countdown is on, Austin 🤠🤖🚘! Waymo autonomous rides are arriving soon — only on Uber. Starting today, Austin customers can open the Uber app and join the Interest List to get updates from Uber and increase their chances of being matched with a Waymo autonomous vehicle at launch. Tap our link in bio to learn more.

The countdown is on, Austin 🤠🤖🚘! Waymo autonomous rides are arriving soon — only on Uber. Starting today, Austin customers can open the Uber app and join the Interest List to get updates from Uber and increase their chances of being matched with a Waymo autonomous vehicle at launch. Tap our link in bio to learn more.

Uber

53,280 次观看 • 1 年前

There’s a new way to ride in ATX! 🎉 We’re now live in Austin, only on Uber. Increase your chances of getting matched → open the Uber app when you're in Austin and toggle Autonomous vehicles in settings for Waymo ride preferences.

There’s a new way to ride in ATX! 🎉 We’re now live in Austin, only on Uber. Increase your chances of getting matched → open the Uber app when you're in Austin and toggle Autonomous vehicles in settings for Waymo ride preferences.

Waymo

148,856 次观看 • 1 年前

🚨 Uber vs Tesla: the risk most people miss Cern Basher says Uber’s edge is its driver network, but that matters less as autonomy scales! Tesla owns the cars, the AI (9B+ miles), and is building its own ride network with Cybercab. As self-driving grows, power shifts to those who control the full system. So who really wins in the long run? $TSLA $UBER

🚨 Uber vs Tesla: the risk most people miss Cern Basher says Uber’s edge is its driver network, but that matters less as autonomy scales! Tesla owns the cars, the AI (9B+ miles), and is building its own ride network with Cybercab. As self-driving grows, power shifts to those who control the full system. So who really wins in the long run? $TSLA $UBER

Herbert Ong

18,858 次观看 • 4 个月前

What if $UBER doubles down on Autonomous Vehicles and buys $RIVN to focus on making the Rivian R2 (a $45K vehicle) Uber's autonomous offering? This is the type of move that dara khosrowshahi could pull off and get WAYYYY ahead of $TSLA.

What if $UBER doubles down on Autonomous Vehicles and buys $RIVN to focus on making the Rivian R2 (a $45K vehicle) Uber's autonomous offering? This is the type of move that dara khosrowshahi could pull off and get WAYYYY ahead of $TSLA.

Hamid

31,426 次观看 • 1 年前

Trump’s war with Iran is driving up gas prices. Americans shouldn’t be stuck paying the bill for his bad decisions. We need to end this war and do more to lower costs for families. One thing we can do immediately to help is suspend the federal gas tax and bring some relief at the pump NOW.

Trump’s war with Iran is driving up gas prices. Americans shouldn’t be stuck paying the bill for his bad decisions. We need to end this war and do more to lower costs for families. One thing we can do immediately to help is suspend the federal gas tax and bring some relief at the pump NOW.

Senator Mark Kelly

279,844 次观看 • 5 个月前

My conversation with dara khosrowshahi, CEO of Uber. Dara took over in 2017, when Uber was losing roughly $4.5B a year. Today the company generates $10B in free cash flow and is worth about $150B. We discuss: - How Daniel Ek convinced him to take the job - How Uber spent a full year of its AI budget in a single quarter - Uber's approach to autonomous vehicles - Drones, hotels, and building a superapp - Lessons from Allen & Co, Barry Diller, and Reed Hastings Enjoy! Timestamps 0:00 Intro 3:44 Bringing Order to Uber’s Chaos 7:22 Managing Stress and Going All In 14:28 Why Uber Is at the Center of AI and Physical 22:39 How to Win in Autonomous Vehicles 32:25 The Trillion-Dollar AV Opportunity 37:05 Drones, Robotaxis, and Global Adoption 38:20 Uber Eats, Uber One, and Aggregating Supply 47:00 The Future of the Uber App 55:55 Lessons from Barry Diller

My conversation with dara khosrowshahi, CEO of Uber. Dara took over in 2017, when Uber was losing roughly $4.5B a year. Today the company generates $10B in free cash flow and is worth about $150B. We discuss: - How Daniel Ek convinced him to take the job - How Uber spent a full year of its AI budget in a single quarter - Uber's approach to autonomous vehicles - Drones, hotels, and building a superapp - Lessons from Allen & Co, Barry Diller, and Reed Hastings Enjoy! Timestamps 0:00 Intro 3:44 Bringing Order to Uber’s Chaos 7:22 Managing Stress and Going All In 14:28 Why Uber Is at the Center of AI and Physical 22:39 How to Win in Autonomous Vehicles 32:25 The Trillion-Dollar AV Opportunity 37:05 Drones, Robotaxis, and Global Adoption 38:20 Uber Eats, Uber One, and Aggregating Supply 47:00 The Future of the Uber App 55:55 Lessons from Barry Diller

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TRUMP CALLS FOR LOWER GAS PRICES President Trump is urging oil companies to reduce gas prices for American consumers. He says falling crude oil costs should be reflected at the pump and is calling on companies to act. For more updates, watch OAN on OAN Live or click the link in our bio.

One America News

50,548 次观看 • 26 天前

Tesla's Cybercab, designed and produced for autonomous driving, runs on a highway in the United States. Cybercab's ultimate goal is designed exclusively for fully autonomous driving without steering wheels, pedals and brakes. With a two-seat, Cybertruck-style front design, it offers a futuristic design. Butterfly doors attract people's attention and efficiently preserve space when getting on and off. And it will probably be the most efficient electric vehicle of all time, and as mass production progresses, production costs will decrease, which is expected to create very high margins. Haste makes waste.. $TSLA

Tesla's Cybercab, designed and produced for autonomous driving, runs on a highway in the United States. Cybercab's ultimate goal is designed exclusively for fully autonomous driving without steering wheels, pedals and brakes. With a two-seat, Cybertruck-style front design, it offers a futuristic design. Butterfly doors attract people's attention and efficiently preserve space when getting on and off. And it will probably be the most efficient electric vehicle of all time, and as mass production progresses, production costs will decrease, which is expected to create very high margins. Haste makes waste.. $TSLA

Tsla Chan

37,461 次观看 • 2 个月前

🚨BREAKING: MORGAN STANLEY SAYS $TSLA HAS SECURED THE CRITICAL KEY TO AUTONOMY • Morgan Stanley says recent developments in the insurance sector are a major positive signal for Tesla’s self-driving ambitions and stock upside • Online insurer Lemonade launched a new product that cuts premiums by up to 50% for Tesla drivers when Full Self-Driving (FSD) is active • The bank calls this a “critical unlock” for Tesla and the broader autonomous driving market • It shows insurance companies are finally beginning to trust and price for autonomous technology based on real-world data

🚨BREAKING: MORGAN STANLEY SAYS $TSLA HAS SECURED THE CRITICAL KEY TO AUTONOMY • Morgan Stanley says recent developments in the insurance sector are a major positive signal for Tesla’s self-driving ambitions and stock upside • Online insurer Lemonade launched a new product that cuts premiums by up to 50% for Tesla drivers when Full Self-Driving (FSD) is active • The bank calls this a “critical unlock” for Tesla and the broader autonomous driving market • It shows insurance companies are finally beginning to trust and price for autonomous technology based on real-world data

Tsla Archive

55,839 次观看 • 7 个月前

Gov. Spanberger: We will work relentlessly to make life more affordable for our fellow Virginians. We will tackle the high cost of housing, whether you're renting, buying, or trying to stay in your home. We will work to lower energy costs. And we will contend with an impending health care crisis by protecting health care access and cracking down on the middlemen who are driving up drug prices.

Gov. Spanberger: We will work relentlessly to make life more affordable for our fellow Virginians. We will tackle the high cost of housing, whether you're renting, buying, or trying to stay in your home. We will work to lower energy costs. And we will contend with an impending health care crisis by protecting health care access and cracking down on the middlemen who are driving up drug prices.

FactPost

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johnny maga

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Prime Minister Rutte Rob Jetten took a ride in a Waymo self-driving car on the streets of Phoenix, making him the first world leader to do so. During the ride learn more about the development and safety of autonomous vehicles in the Unites States.

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Theo Peters

75,187 次观看 • 2 年前

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.

Dave Lee

1,555,164 次观看 • 2 年前