Car ownership as an inefficient, depreciating asset
The guest argued that individually owned cars are highly inefficient assets, sitting idle and depreciating most of the time, paving the way for a mobility-as-a-service future.
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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
- Car ownership as an inefficient, depreciating asset · THIS IDEA
- Autonomy as existential for Uber's core
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD