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UBERBULLISHCore thesis · 5/5

Uber framed as mispriced autonomous network winner

The bull case argued for Uber is that its aggressive partnerships with autonomous tech leaders position it as the essential distribution layer for driverless fleets, making its low valuation relative to high growth an anomaly.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE