UBER
0Bull2Bear0Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
UBER is net bearish (0 bull · 2 bear)
Uber faces significant long-term competitive pressure from autonomous vehicles like Waymo due to their ability to compress ride-sharing costs.
Last spoke: 07/24/2026, 20:38 · conviction 8/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (2, newest first)
- 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
- 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.
Ongoing takes on other optical names too
Beyond UBER, his viewpoint library also covers: