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I read $NVDA partnering with $GM to develop autonomous vehicles most bullish for $UBER. People thought $TSLA robo-taxi would be proprietary. Now, most OEMs will have that through $NVDA. Where tech is commoditized, distribution wins. $UBER controls the distribution.

Oguz Erkan

121,273 subscribers

383,926 次观看 • 1 年前 •via X (Twitter)

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11 条评论

alex 的头像

alex1 年前

I feel like you might be missing a few important points.

Investors.com 的头像

Investors.com1 年前

With industry-leading AI stock coverage, expert analysis and proprietary 1-99 ratings for every stock, IBD Digital makes it easy to pinpoint top-notch AI stocks––join today and save over $45.

V Runner 🏃‍♂️ 的头像

V Runner 🏃‍♂️1 年前

If autonomy is truly a commodity technology, then why did GM and Apple both throw in the towel after spending over $10 billion?

Soul_Of_Wit 的头像

Soul_Of_Wit1 年前

Since when is the solution HW? It's a SW/Real AI issue and you don't automatically get Autonomy by gluing a chip down. I see a Lot of vaporware here.

Dan Town 的头像

Dan Town1 年前

$TSLA is cooked

TheDukeofYork 的头像

TheDukeofYork1 年前

So GM is going to build a competitive RoboTaxi to what Tesla will be producing off an assembly line later this year? 🤔 OK, timeframe? 3 to 5 years? Maybe! Electric or Combustion Engines 🤔 Sonics or Escalades? And Uber controls the “distribution”? Really?

Varun Malhotra 的头像

Varun Malhotra1 年前

I think Google will win here if they can figure out how to use maps for distribution

Gregg A 的头像

Gregg A1 年前

And $TSLA controls the software

Rex 的头像

Rex1 年前

Uber doesn't own any vehicles though.

RetiredLife 的头像

RetiredLife1 年前

Tesla has bigger issues that robots and taxis or tech; if crazy people keep harassing Tesla owners and dealers.

James McKnight 的头像

James McKnight1 年前

Great point! $NVDA's tech could definitely level the playing field for many automakers, but $UBER's distribution model puts them in a prime position to dominate the ride-sharing space.

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Why I am avoiding $TSLA: $TSLA bull thesis was based on two assumptions: $TSLA would be exclusive provider of robo-taxi and autonomous robots for at least several years. We see that this is not going to happen. The structure in both industries are evolving similar to computers: A dominant operating system provider with several OEMs. It's clear that $NVDA intends to be that operating system provider in both industries and OEMs are ready to build on its infrastructure. $GM is already collaborating with $NVDA on autonomy and there are formidable competitors in humanoid robots like Figure AI and Boston Dynamics. Though autonomy and humanoid robots are going to be giant markets, it's very unlikely that $TSLA will collect monopoly rents from them.

Why I am avoiding $TSLA: $TSLA bull thesis was based on two assumptions: $TSLA would be exclusive provider of robo-taxi and autonomous robots for at least several years. We see that this is not going to happen. The structure in both industries are evolving similar to computers: A dominant operating system provider with several OEMs. It's clear that $NVDA intends to be that operating system provider in both industries and OEMs are ready to build on its infrastructure. $GM is already collaborating with $NVDA on autonomy and there are formidable competitors in humanoid robots like Figure AI and Boston Dynamics. Though autonomy and humanoid robots are going to be giant markets, it's very unlikely that $TSLA will collect monopoly rents from them.

Oguz Erkan

310,425 次观看 • 1 年前

$I have just finished watching the full 15-minute clip of $NVDA CEO Jensen Huang introducing Alpamayo. It's clear that robotaxis will be commoditized sooner than we think, and $UBER will emerge as the biggest winner from autonomy. Imagine how quickly and cheaply $UBER can deploy robotaxis across the world, as all the manufacturers rapidly integrate Alpamayo-based autonomy. While individual competitors are trying to expand region by region, $UBER will already have robotaxi fleets across the world working 24/7 for a fraction of the cost of human drivers. Couldn't be more bullish on $UBER.$

I have just finished watching the full 15-minute clip of $NVDA CEO Jensen Huang introducing Alpamayo. It's clear that robotaxis will be commoditized sooner than we think, and $UBER will emerge as the biggest winner from autonomy. Imagine how quickly and cheaply $UBER can deploy robotaxis across the world, as all the manufacturers rapidly integrate Alpamayo-based autonomy. While individual competitors are trying to expand region by region, $UBER will already have robotaxi fleets across the world working 24/7 for a fraction of the cost of human drivers. Couldn't be more bullish on $UBER.

Oguz Erkan

116,373 次观看 • 7 个月前

$UBER will be the biggest winner of the robotaxi revolution, not a loser. Waymo and Tesla are great, but neither of them is active outside the US, and their scaling capabilities are limited as they are creating the distribution from the ground. $UBER, on the other hand, has already been operating robotaxis in the Middle East and Asia, and they are looking to reach 10 markets by the end of 2026. Also, the tech is rapidly getting commoditized. Avride of $NBIS, for instance, is about to match $TSLA in robotaxi functionality. In such a market setting, technology providers will be better off entering markets in collaboration with $UBER rather than competing away all the margins. Long $UBER.

$UBER will be the biggest winner of the robotaxi revolution, not a loser. Waymo and Tesla are great, but neither of them is active outside the US, and their scaling capabilities are limited as they are creating the distribution from the ground. $UBER, on the other hand, has already been operating robotaxis in the Middle East and Asia, and they are looking to reach 10 markets by the end of 2026. Also, the tech is rapidly getting commoditized. Avride of $NBIS, for instance, is about to match $TSLA in robotaxi functionality. In such a market setting, technology providers will be better off entering markets in collaboration with $UBER rather than competing away all the margins. Long $UBER.

Oguz Erkan

205,187 次观看 • 7 个月前

The deal between $IREN and $NVDA means everything for $IREN. Jensen already said: “If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are today. We invest in our ecosystem because I want our ecosystem to thrive.” The most important part of this deal is not the 5 GW that $IREN can now deploy with $NVDA infrastructure. It’s not the $3.4B that $NVDA will pay for $IREN cloud services over the next 5 years. It’s the fact that $NVDA now has a vested interest in seeing $IREN succeed. That changes everything. Huge news for all $IREN shareholders.

The deal between $IREN and $NVDA means everything for $IREN. Jensen already said: “If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are today. We invest in our ecosystem because I want our ecosystem to thrive.” The most important part of this deal is not the 5 GW that $IREN can now deploy with $NVDA infrastructure. It’s not the $3.4B that $NVDA will pay for $IREN cloud services over the next 5 years. It’s the fact that $NVDA now has a vested interest in seeing $IREN succeed. That changes everything. Huge news for all $IREN shareholders.

Daniel

237,430 次观看 • 2 个月前

$BTC IS ONE PHASE AWAY FROM ACCUMULATION Most people are waiting for a signal to buy The chart is already telling you where that signal prints You just need to be patient Past cycle ran this exact sequence - Distribution, Small Consolidation, Re-Distribution, then Accumulation Re-Distribution is playing out right now Smart money is still exiting When that phase ends - the real buying zone opens My bottom target: 47-52k But I'd start DCA buying from $60k on the way down FOLLOW + NOTIFS ON

$BTC IS ONE PHASE AWAY FROM ACCUMULATION Most people are waiting for a signal to buy The chart is already telling you where that signal prints You just need to be patient Past cycle ran this exact sequence - Distribution, Small Consolidation, Re-Distribution, then Accumulation Re-Distribution is playing out right now Smart money is still exiting When that phase ends - the real buying zone opens My bottom target: 47-52k But I'd start DCA buying from $60k on the way down FOLLOW + NOTIFS ON

bee🐝

16,333 次观看 • 2 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

$NVDA $TSLA Even after Nvidia’s $100B deal with OpenAI this week, Jensen believes that Elon will be a big winner… “I would not be surprised if he gets to 1GW before anyone else. He has a sense of urgency and can manage complex systems. He is the ultimate GPU.”

$NVDA $TSLA Even after Nvidia’s $100B deal with OpenAI this week, Jensen believes that Elon will be a big winner… “I would not be surprised if he gets to 1GW before anyone else. He has a sense of urgency and can manage complex systems. He is the ultimate GPU.”

amit

489,621 次观看 • 10 个月前

HERMES AGENT IS THE MOST POWERFUL OPEN SOURCE AI AGENT FRAMEWORK AVAILABLE RIGHT NOW — AND MOST PEOPLE HAVE NO IDEA HOW TO USE IT PROPERLY. This masterclass fixes that completely. From zero to a fully operational autonomous agent system in one sitting. Installation. Skills. Memory. MCP servers. Scheduler. Multi-agent operations. Every section builds on the previous one. The people who read this this weekend will have a production-ready autonomous agent operation running by Monday. Read this and bookmark it now.

HERMES AGENT IS THE MOST POWERFUL OPEN SOURCE AI AGENT FRAMEWORK AVAILABLE RIGHT NOW — AND MOST PEOPLE HAVE NO IDEA HOW TO USE IT PROPERLY. This masterclass fixes that completely. From zero to a fully operational autonomous agent system in one sitting. Installation. Skills. Memory. MCP servers. Scheduler. Multi-agent operations. Every section builds on the previous one. The people who read this this weekend will have a production-ready autonomous agent operation running by Monday. Read this and bookmark it now.

CyrilXBT

34,120 次观看 • 2 个月前

Big update from the Cockroach Janta Party protest. Abhijeet Dipke is reportedly upset with the people joining the protest. According to claims, the venue remains empty for most of the day, and people show up only during lunch and dinner. It is also being claimed that most of the CJP's funds were being spent on food distribution. So now, Dipke has reportedly come up with the idea of barcode ID cards for regular visitors. Only those with regular visitor IDs will allegedly be served food, while everyone else will be turned away.

Big update from the Cockroach Janta Party protest. Abhijeet Dipke is reportedly upset with the people joining the protest. According to claims, the venue remains empty for most of the day, and people show up only during lunch and dinner. It is also being claimed that most of the CJP's funds were being spent on food distribution. So now, Dipke has reportedly come up with the idea of barcode ID cards for regular visitors. Only those with regular visitor IDs will allegedly be served food, while everyone else will be turned away.

Amit Kumar Sindhi

271,761 次观看 • 1 个月前

Uber CEO's pitch in new interview to Elon Musk for bringing Tesla Robotaxis onto Uber's network: "The pitch is simple: if you're looking to maximize the revenue of those robotaxis, we are your ticket to that maximization. To the extent that you're looking to have these fleets owned by people — and to the extent that those owners are not able to monetize their assets on the Uber network — they will under-monetize. If there are competitors offering those vehicles access to the Uber network, the monetization of those vehicles will be superior, and those digital shepherds will go elsewhere." via All-In Summit 2025

Uber CEO's pitch in new interview to Elon Musk for bringing Tesla Robotaxis onto Uber's network: "The pitch is simple: if you're looking to maximize the revenue of those robotaxis, we are your ticket to that maximization. To the extent that you're looking to have these fleets owned by people — and to the extent that those owners are not able to monetize their assets on the Uber network — they will under-monetize. If there are competitors offering those vehicles access to the Uber network, the monetization of those vehicles will be superior, and those digital shepherds will go elsewhere." via All-In Summit 2025

Sawyer Merritt

547,661 次观看 • 10 个月前

We plan to offer New Yorkers a new way to move quickly and sustainably around the greater NYC region, saving time and experiencing the city skyline like never before. With partners Uber and Delta, our electric air taxi service will bring you exactly where you want to go… so you can spend more time with the people and places that matter most.

We plan to offer New Yorkers a new way to move quickly and sustainably around the greater NYC region, saving time and experiencing the city skyline like never before. With partners Uber and Delta, our electric air taxi service will bring you exactly where you want to go… so you can spend more time with the people and places that matter most.

Joby Aviation

16,155 次观看 • 2 年前

I feel terrible for some of these Uber drivers. This is why you can't get an Uber in hood. You get people that act like this and put this Uber driver though all this stress and drama. Credit to this Uber driver for not backing down. No surprise that immediately the threat of harm or car jacking comes into play. But the Uber driver was sharp enough to remind him that all of his personal information has already been shared with Uber when he opened his account. Getting that info to the police would be a snap. Sure mad the thug think twice about doing anything.

I feel terrible for some of these Uber drivers. This is why you can't get an Uber in hood. You get people that act like this and put this Uber driver though all this stress and drama. Credit to this Uber driver for not backing down. No surprise that immediately the threat of harm or car jacking comes into play. But the Uber driver was sharp enough to remind him that all of his personal information has already been shared with Uber when he opened his account. Getting that info to the police would be a snap. Sure mad the thug think twice about doing anything.

Giggling Ganon

1,782,948 次观看 • 2 个月前

Spend a few minutes with Will Howard, you’ll be hooked in the BEST way. Infectious leader, uber confident: “You have to believe in yourself at the end of the day, & I believe that I’m the best quarterback in this class, I believe I’m the most pro-ready…” The guy is a gem💪

Spend a few minutes with Will Howard, you’ll be hooked in the BEST way. Infectious leader, uber confident: “You have to believe in yourself at the end of the day, & I believe that I’m the best quarterback in this class, I believe I’m the most pro-ready…” The guy is a gem💪

StaceyDales

86,799 次观看 • 1 年前

the biggest advantage in business used to be money. then it became distribution. now it's speed. a year ago, building an app (even with ai) was a headache. you needed developers. designers. weeks of work. and a budget that most indie devs don't have. which means you had to spend more time - learning, trying, fixing. today, i can have an app live in minutes with superapp ai. then create ads for it with arcads a few minutes later. not mockups. not concepts. actual assets ready to ship. that's a pretty crazy change when you stop and think about it. for the first time, building software is starting to feel easy. the hard part isn't creating the product anymore. it's getting people to care. which means the game is changing. the winners won't be the people who can build. soon almost everyone will be able to build. the winners will be the people with the best ideas and the best distribution. the people who can test faster. learn faster. and ship faster. when one founder is running 50 experiments while another is still planning the first one, you know who will fail faster and get up and this is the worst these tools will ever be. next year's models will be smarter. faster. cheaper. building apps will get easier. creating ads will get easier. distribution will get easier. things that feel crazy today will feel normal. and things that feel impossible today will probably become a button. i don't think most people have fully processed how big this shift is. we're moving into a world where turning an idea into a product is becoming a cakewalk. from there, everything comes down to execution. and speed compounds.

the biggest advantage in business used to be money. then it became distribution. now it's speed. a year ago, building an app (even with ai) was a headache. you needed developers. designers. weeks of work. and a budget that most indie devs don't have. which means you had to spend more time - learning, trying, fixing. today, i can have an app live in minutes with superapp ai. then create ads for it with arcads a few minutes later. not mockups. not concepts. actual assets ready to ship. that's a pretty crazy change when you stop and think about it. for the first time, building software is starting to feel easy. the hard part isn't creating the product anymore. it's getting people to care. which means the game is changing. the winners won't be the people who can build. soon almost everyone will be able to build. the winners will be the people with the best ideas and the best distribution. the people who can test faster. learn faster. and ship faster. when one founder is running 50 experiments while another is still planning the first one, you know who will fail faster and get up and this is the worst these tools will ever be. next year's models will be smarter. faster. cheaper. building apps will get easier. creating ads will get easier. distribution will get easier. things that feel crazy today will feel normal. and things that feel impossible today will probably become a button. i don't think most people have fully processed how big this shift is. we're moving into a world where turning an idea into a product is becoming a cakewalk. from there, everything comes down to execution. and speed compounds.

Kritarth Mittal | Soshals

40,735 次观看 • 2 个月前

If Cathie Wood of Ark Invest had to pick just one stock to buy, it would be $TSLA due to Elon Musk’s leadership, autonomous vehicles, and Optimus. Cathie is the only Wallstreet fund manager, that I know of, that has consistently been bullish on Tesla. She and her team, including Tasha Keeney have done the research and I could not agree more. Have a very chill weekend folks. Especially after the last 24 hrs. 😊

If Cathie Wood of Ark Invest had to pick just one stock to buy, it would be $TSLA due to Elon Musk’s leadership, autonomous vehicles, and Optimus. Cathie is the only Wallstreet fund manager, that I know of, that has consistently been bullish on Tesla. She and her team, including Tasha Keeney have done the research and I could not agree more. Have a very chill weekend folks. Especially after the last 24 hrs. 😊

Doctor Jack

15,196 次观看 • 1 年前

🇺🇸 THIS IS THE MOST BULLISH CATALYST TESLA HAS SEEN IN 10 YEARS. Right now, there is a chance that $TSLA is going to merge with $SPCX this year. Last time Tesla merged with a company, the stock went up 3,310% in 5 years. If this merge does even 35% as well as the previous one, the next price target is $4,481. Most people will miss this or disregard it. Stay optimistic. Stay ready.

🇺🇸 THIS IS THE MOST BULLISH CATALYST TESLA HAS SEEN IN 10 YEARS. Right now, there is a chance that $TSLA is going to merge with $SPCX this year. Last time Tesla merged with a company, the stock went up 3,310% in 5 years. If this merge does even 35% as well as the previous one, the next price target is $4,481. Most people will miss this or disregard it. Stay optimistic. Stay ready.

CoinForge

60,958 次观看 • 2 个月前

👀Ripple, most formable competitor to Fireblocks* [Metaco aquis. & Fireblocks deep cross-border payments]. I made mistake not paying attention to where Jay Clayton landed. Jungle Inc | Markets & Future Systems had me take a closer look. Fireblocks : 👉AI Agents💯Payment Operators Moved $6T ($3T in $USDT | $USDC) MoonPay, Bitso, Stellar are payment partners 250M wallets 30 Exchanges on|off ramps Tokenization with smart contracts An ALL-IN-ONE Solution Platform “Stablecoins are going to be the most important technology for money in the next few decades, and there will be a consolidation of blockchains and layer-2s. The most important part is distribution, and blockchains that don’t have sufficient distribution will not see the same success,” - Paolo Ardoino 🤖 , CEO Tether Fireblocks Blog, December 10 More sources for your reference: *CBInsights

👀Ripple, most formable competitor to Fireblocks* [Metaco aquis. & Fireblocks deep cross-border payments]. I made mistake not paying attention to where Jay Clayton landed. Jungle Inc | Markets & Future Systems had me take a closer look. Fireblocks : 👉AI Agents💯Payment Operators Moved $6T ($3T in $USDT | $USDC) MoonPay, Bitso, Stellar are payment partners 250M wallets 30 Exchanges on|off ramps Tokenization with smart contracts An ALL-IN-ONE Solution Platform “Stablecoins are going to be the most important technology for money in the next few decades, and there will be a consolidation of blockchains and layer-2s. The most important part is distribution, and blockchains that don’t have sufficient distribution will not see the same success,” - Paolo Ardoino 🤖 , CEO Tether Fireblocks Blog, December 10 More sources for your reference: *CBInsights

🌸Eri ~ Carpe Diem

182,935 次观看 • 1 年前

ELON: WHILE TODAY FOOD IS PLENTIFUL, MOST PEOPLE'S PRIMARY GOAL IN HISTORY WAS TO NOT STARVE TO DEATH "For most of human history, a good year would be one where not that many people in your village died of the plague, starvation, freezing to death, or being killed by a neighboring village. It's like, well, it wasn't that bad. We lost only 5% this year, it was a good year. That would be par for the course. Just not starving to death would have been the primary goal of most people throughout history. Just making sure we'll have enough food to last through the winter and not freeze or whatever. Now, food is plentiful, we have an obesity problem." Source: Lex Fridman Podcast, December 2021

ELON: WHILE TODAY FOOD IS PLENTIFUL, MOST PEOPLE'S PRIMARY GOAL IN HISTORY WAS TO NOT STARVE TO DEATH "For most of human history, a good year would be one where not that many people in your village died of the plague, starvation, freezing to death, or being killed by a neighboring village. It's like, well, it wasn't that bad. We lost only 5% this year, it was a good year. That would be par for the course. Just not starving to death would have been the primary goal of most people throughout history. Just making sure we'll have enough food to last through the winter and not freeze or whatever. Now, food is plentiful, we have an obesity problem." Source: Lex Fridman Podcast, December 2021

Mario Nawfal

182,950 次观看 • 1 年前

Great to have dara khosrowshahi on HD in HD Podcast sharing how he turned Uber from a company in crisis to one of the strongest cash engines in the industry. (06:50) Family Background (17:19) Early Career and Education (41:32) Expedia's Evolution (52:54) The Uber Opportunity (1:14:37) Autonomous Vehicles and Future Tech (1:24:45) Reflections and Learnings We’re proudly sponsored by Brex—a brand I co-founded, now supporting over 30,000 businesses like Anthropic, DoorDash, and Scale AI, helping them make every dollar count. I’m grateful for their continued support as I bring you all conversations with some of the most exceptional founders of our generation. For more information, please go to:

Henrique Dubugras

50,303 次观看 • 8 个月前