Uber's multi-vendor AV strategy as a hedge
The bull case argued that Uber's strategy of partnering with and investing in numerous AV players creates competition and reduces its dependence on any single provider like Waymo.
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The Callback
Uber's AV strategy as a re-rating catalyst
34 weeks between these two statements.
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.
The bull case argued that Uber's strategy of partnering with and investing in numerous AV players creates competition and reduces its dependence on any single provider like Waymo.