$UBER 11bn trips is really amazing. If Tesla can scale to 1000 Robotaxi, at 30 trips per day (Waymo did an average of 24 trips per day in Cali as of December 2024) that’s only 10.950.000 trips per year or 0.097% (less than 10 bp) the size of UBER. Let that sink in.
I have been following this author's advice here for several years; I agree with his general thesis that automated vehicles are good for $UBER and have invested accordingly.
Considering that many companies are now at 0%, this is actually surprisingly good news for $UBER and $LYFT. Plus that 50% decrease does not include the additional 50% increase in Uber’s food delivery segment.
Travis Kalanick didn't sell a single share until the all time low of #Uber's stock which was the day of the lockup. That graph makes it look like he started selling before it crashed to all time lows. It is incredibly misleading. $UBER stock is up ALMOST 20% since Travis Kalanick sold his first share.
Visualizing Uber’s Surge In Rides And Users (2015-2024)
$UBER 11bn trips is really amazing. If Tesla can scale to 1000 Robotaxi, at 30 trips per day (Waymo did an average of 24 trips per day in Cali as of December 2024) that’s only 10.950.000 trips per year or 0.097% (less than 10 bp) the size of UBER. Let that sink in.
Uber Stock: Could It Surpass $100 In 2025?
Thoughts From The Consumer Electronics Show
UBER Is Superior To LYFT On Every Metric
Maybe so, but Lyft's stock price is about 1/5 the price of Uber's. At that differential, I can buy a heck of a lot more shares of $LYFT than $UBER!

UBER Is Crushing It, But The Stock Is Short-Term Overbought
I want $UBER back at $25. I want to buy more!
Uber, Lyft Revenues Drop By Staggering 50% Due To Coronavirus Outbreak
Considering that many companies are now at 0%, this is actually surprisingly good news for $UBER and $LYFT. Plus that 50% decrease does not include the additional 50% increase in Uber’s food delivery segment.
Kalanick Set To Liquidate Entire Uber Stake After $2.5 Billion Dump
Travis Kalanick didn't sell a single share until the all time low of #Uber's stock which was the day of the lockup. That graph makes it look like he started selling before it crashed to all time lows. It is incredibly misleading. $UBER stock is up ALMOST 20% since Travis Kalanick sold his first share.