UBER

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1. 07/24/2026, 20:38UTCBearConviction: 8/10View on X →
   Feels like every other car you see in SF is a Waymo. Short-medium term I see it as negligible impact to $UBER and $LYFT. Long term I see them cooked in US markets unless they act… Since autonomous vehicles can compress cost/margins of human ride shares by a lot. Then robotics can compress cost of delivery if Waymo launches a competitor to Uber Eats. Just like how people compare uber/lyft costs before rides, what people care about is lowest cost out of the bunch, and directionally Waymo/$TSLA would likely win there
2. 07/24/2026, 20:22UTCBearView on X →
   There you have it, $GOOGL Waymo to explore split with $UBER per FT. My view last year was that Uber partnering with Waymo was a bad choice… since Uber would just serve as a distribution funnel that Google needed as they scale up. And that $NBIS Avride, other neutral players, or vertical integration would be the optimal path forward. Now their own partner Waymo looks to be the strongest disruptor to Uber.