Uber dragged by RoboTaxi CapEx guide
Tim argued that Uber's weak guidance and stock decline were partly due to investor disinterest in the significant capital expenditure related to its RoboTaxi ambitions.
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.