Uber's delivery business underappreciated by market
The guest argued that Uber's food delivery business is nearly as large as its mobility segment, has been growing faster, and receives almost no credit from investors.
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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
- BARRON'S STREETWISE
- MOTLEY FOOL MONEY
- MOTLEY FOOL MONEY
- THE TWENTY MINUTE VC · 6 MENTIONS
- Autonomous rideshare's long road to majority
- Distribution as Uber's defense against AV winners
- Uber One membership as top consumer lever
- Uber's delivery business underappreciated by market · THIS IDEA
- Car ownership as an inefficient, depreciating asset
- Autonomy as existential for Uber's core
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD