Uber's autonomous strategy: become the network
The thesis argued that Uber's partnership strategy makes it the indispensable network for all autonomous vehicle providers, who will list on its app for instant monetization, leaving it in a 'horse race' primarily with Waymo.
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The story so far
CONTESTED · 19 MENTIONS · 8 EPISODES · 6 SHOWS
13 JAN 2026 — 17 AUG 2026 · YESTERDAY
13 SUPPORT · 1 CHALLENGE · 2 REPEAT · 3 MENTIONED
- YET ANOTHER VALUE PODCAST · 4 MENTIONS
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- THE COMPOUND AND FRIENDS · 4 MENTIONS
- THE COMPOUND AND FRIENDS
- Uber's autonomous strategy: become the network · THIS IDEA
- BARRON'S STREETWISE
- MOTLEY FOOL MONEY
- MOTLEY FOOL MONEY
- THE TWENTY MINUTE VC · 6 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD