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UBERBULLISHIn depth · 4/5

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
  1. 13 JAN 2026 · FIRST HEARD
    YET ANOTHER VALUE PODCAST · 4 MENTIONS
  2. 6 FEB 2026
    WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
  3. 9 FEB 2026
    THE COMPOUND AND FRIENDS · 4 MENTIONS
  4. 17 MAR 2026
    THE COMPOUND AND FRIENDS
    • Uber's autonomous strategy: become the network · THIS IDEA
  5. 20 MAR 2026
    BARRON'S STREETWISE
  6. 3 AUG 2026 · 2W AGO
    MOTLEY FOOL MONEY
  7. 5 AUG 2026 · 2W AGO
    MOTLEY FOOL MONEY
  8. 17 AUG 2026 · YESTERDAY
    THE TWENTY MINUTE VC · 6 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE