Near-term balance sheet deployment to accelerate AV scale
The discussion framed Uber's bridge strategy as using its balance sheet to co-invest in AV fleets - such as partnerships with Lucid, Nuro, and NVIDIA - to jumpstart scale before transitioning to a capital-light REIT-like model.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day — no card required.