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UBERBULLISHCore thesis · 5/5

Uber as a beneficiary, not victim, of AVs

The bull case argued for Uber: the company is a beneficiary, not a victim, of autonomous vehicles, as it will be a necessary hybrid partner for AV operators who cannot satisfy peak demand alone.

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