Detailed view for this entity.
Sorted into three lenses: who is speaking, what is being said about them, and where they are aligned or in conflict.
Claims where this entity is speaking directly or being quoted.
Subject
Quote from Video
In 2018, Uber agreed to sell its Southeast Asia business to Grab in exchange for a 27.5% stake in the company.
“In 2018, Uber agreed to sell its Southeast Asia business to Grab in exchange for a 27.5% stake in the company.”
Subject
Quote from Video
Uber... ultimately sold their stake sold their business to Grab in exchange for equity years ago.
“Uber... ultimately sold their stake sold their business to Grab in exchange for equity years ago.”
Subject
Quote from Video
We are delighted to own Uber's above 30% EPS growth at only 21 times. While we believe the company disproves concerns around autonomous uh vehicles, I agree.
“We are delighted to own Uber's above 30% EPS growth at only 21 times. While we believe the company disproves concerns around autonomous uh vehicles, I agree.”
Subject
Quote from Video
Uber highquality business positioned for continued rapid earning growth trading at a compelling valuation on misplaced industry concerns.
“Uber highquality business positioned for continued rapid earning growth trading at a compelling valuation on misplaced industry concerns.”
Subject
Quote from Video
one of Uber's obviously one of Uber's highest costs is the human being sitting in the seat. Whether it's a professional driver or it's an Uber X.
“one of Uber's obviously one of Uber's highest costs is the human being sitting in the seat. Whether it's a professional driver or it's an Uber X.”
Subject
Quote from Video
So, this is part of Uber's last quarterly uh earnings supplemental materials... Nvidia's uh L4 software and AI platform combined with Uber's network of users and and and data um and what the the benefits end up being.
“So, this is part of Uber's last quarterly uh earnings supplemental materials... Nvidia's uh L4 software and AI platform combined with Uber's network of users and and and data um and what the the benefits end up being.”
Subject
Quote from Video
I think that the sentiment will really shift and people will see that like Uber is listing AVs and they're working.
“I think that the sentiment will really shift and people will see that like Uber is listing AVs and they're working.”
Subject
Quote from Video
Uber operates in 8,000 plus US markets, covering 95% of US population. Um, one of the things that people say skeptically is, well, most of Uber's business is coming out of the top 20 cities.
“Uber operates in 8,000 plus US markets, covering 95% of US population. Um, one of the things that people say skeptically is, well, most of Uber's business is coming out of the top 20 cities.”
Subject
Quote from Video
even within the US and even just within US mobility you're talking about 70% of our GBs and 70-75% of our profits outside those top 20.
“even within the US and even just within US mobility you're talking about 70% of our GBs and 70-75% of our profits outside those top 20.”
Subject
Quote from Video
about half of the GBs of the company overall are delivery, which has sort of a different disruption risk profile from an autonomous perspective.
“about half of the GBs of the company overall are delivery, which has sort of a different disruption risk profile from an autonomous perspective.”
Subject
Quote from Video
Our core human ride sharing business has very low switching costs, right? ... some of the folks that thought we would never get to profitability a decade ago got it wrong.
“Our core human ride sharing business has very low switching costs, right? ... some of the folks that thought we would never get to profitability a decade ago got it wrong.”
Subject
Quote from Video
Uber's channel is 30% more efficient. My vehicles are going to run 30% more trips per hour.
“Uber's channel is 30% more efficient. My vehicles are going to run 30% more trips per hour.”
Subject
Quote from Video
we always talked about growing the pie, right? the relevant if you go back to the original Uber pitch deck you know it talks about a TAM for for this industry which is smaller than our company today.
“we always talked about growing the pie, right? the relevant if you go back to the original Uber pitch deck you know it talks about a TAM for for this industry which is smaller than our company today.”
Subject
Quote from Video
you say we intend to be the largest facilitator of AV trips in the world by 2029 and you're showcasing all of these different partnerships.
“you say we intend to be the largest facilitator of AV trips in the world by 2029 and you're showcasing all of these different partnerships.”
Subject
Quote from Video
You know, Uber sees more of these things than any company in the world. and being able to record that data... I think is really powerful
“You know, Uber sees more of these things than any company in the world. and being able to record that data... I think is really powerful”
Subject
Quote from Video
So Uber taking our existing fleet network... is also really powerful
“So Uber taking our existing fleet network... is also really powerful”
Subject
Quote from Video
you guys are now using your balance sheet to actively invest in a fleet that's being deployed in partnership with Neuro and Nvidia.
“you guys are now using your balance sheet to actively invest in a fleet that's being deployed in partnership with Neuro and Nvidia.”
Subject
Quote from Video
It's been I think one of the appeals for investors uh about our business model and our intent long term is to maintain that um you know we don't... I don't want to be sitting here as the largest owner of autonomous vehicles in the world
“It's been I think one of the appeals for investors uh about our business model and our intent long term is to maintain that um you know we don't... I don't want to be sitting here as the largest owner of autonomous vehicles in the world”
Subject
Quote from Video
we think the endstate model looks like and what we think we need to do in the next couple of years to make sure that we lead in that endstate model
“we think the endstate model looks like and what we think we need to do in the next couple of years to make sure that we lead in that endstate model”
Subject
Quote from Video
we will invest so that there are AVs and we're learning from that experience too
“we will invest so that there are AVs and we're learning from that experience too”
Subject
Quote from Video
I think the reality is there's a lot of value in having a company like Uber step up and be able to underwrite some of the asset purchases
“I think the reality is there's a lot of value in having a company like Uber step up and be able to underwrite some of the asset purchases”
Subject
Quote from Video
For the full year, Uber's numbers were similarly strong. The company generated revenue of 52 billion, was up 18%, cash flow from operations was up 42% to 10 billion.
“For the full year, Uber's numbers were similarly strong. The company generated revenue of 52 billion, was up 18%, cash flow from operations was up 42% to 10 billion.”
Subject
Quote from Video
Uber said the company's platform is demonstrating superior AV utilization with 30% higher trips per vehicle per day compared to standalone AV platforms.
“Uber said the company's platform is demonstrating superior AV utilization with 30% higher trips per vehicle per day compared to standalone AV platforms.”
Subject
Quote from Video
Uber is down 3.7% or so. Over the past 12 months, stock is down 7.6% 6% and year to date it's down 9.4%.
“Uber is down 3.7% or so. Over the past 12 months, stock is down 7.6% 6% and year to date it's down 9.4%.”
Subject
Quote from Video
I believe they're operating in 70 countries.
“I believe they're operating in 70 countries.”
Subject
Quote from Video
If last year Uber has me at 86,788 miles and the most I drove in one month was June was 8,500.
“If last year Uber has me at 86,788 miles and the most I drove in one month was June was 8,500.”
Subject
Quote from Video
first I would tell anybody starting on know your area. To me that has become the big we have a lot of gated communities. I don't know if everybody hates them as much as I do, but you don't get paid waiting at the gate.
“first I would tell anybody starting on know your area. To me that has become the big we have a lot of gated communities. I don't know if everybody hates them as much as I do, but you don't get paid waiting at the gate.”
Subject
Quote from Video
And we have to be ruthlessly efficient as a whole. The only reason you keep getting these crappy offers is somebody stated.
“And we have to be ruthlessly efficient as a whole. The only reason you keep getting these crappy offers is somebody stated.”