UBERBEAR GOOGLNEUTRALMIXEDFLIPPEDWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · BULLISH IN SEPTEMBER → BEARISH IN SEPTEMBER

Waymo's capital war chest poses margin risk to Uber

The bear case raised was that Waymo, with its $16 billion in fresh capital and Alphabet's backing, could engage in a prolonged subsidy war to gain market share, destroying Uber's margins for years.

We Study Billionaires - The Investors Podcast Network

WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK CHANGED ITS VIEW

BULLISH FOR 0 DAYS, THEN THE TURN

THEN6 SEP · BULLISHThe bull case argued that Uber's hybrid network of human drivers provides a fundamental advantage over a fixed fleet of autonomous vehicles (AVs) due to its ability to flexibly match wildly spiky ride demand.NOW6 SEP · BEARISHThe bear case raised was that Waymo, with its $16 billion in fresh capital and Alphabet's backing, could engage in a prolonged subsidy war to gain market share, destroying Uber's margins for years.

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