The US robotaxi fleet just crossed 6k vehicles. Here’s the fleet and trip math out to 2030: the pie gets a lot bigger, and most of the new slices still run through Uber.
Great read- thanks for the insights here. The valuation is such an interesting piece of the puzzle for Uber… if they were trading at, say, 40x FCF, it would be hard not to look at that and wonder about multiple compression from competitive threats. Will be interesting to see how it all plays out!
why tesla
why put the histco here
totall nonsense
What is your take on Pony.ai?
Great read- thanks for the insights here. The valuation is such an interesting piece of the puzzle for Uber… if they were trading at, say, 40x FCF, it would be hard not to look at that and wonder about multiple compression from competitive threats. Will be interesting to see how it all plays out!