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“If last year Uber has me at 86,788 miles and the most I drove in one month was June was 8,500.”
“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.”
“And we have to be ruthlessly efficient as a whole. The only reason you keep getting these crappy offers is somebody stated.”
“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%.”
“I believe they're operating in 70 countries.”
“Overall, Uber's food delivery business thrived. Overall revenue increased by 20% to 14.4 billion. Now, these monthly active trips, gross bookings, and overall revenue figures give Uber a double advantage...”
“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.”
“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 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.”
“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.”
“about half of the GBs of the company overall are delivery, which has sort of a different disruption risk profile from an autonomous perspective.”
“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.”
“Uber's channel is 30% more efficient. My vehicles are going to run 30% more trips per hour.”
“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.”
“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 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”
“So Uber taking our existing fleet network... is also really powerful”
“you guys are now using your balance sheet to actively invest in a fleet that's being deployed in partnership with Neuro and Nvidia.”
“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”
“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 will invest so that there are AVs and we're learning from that experience too”
“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”
“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.”
“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.”
“I think that the sentiment will really shift and people will see that like Uber is listing AVs and they're working.”
“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.”
“Uber highquality business positioned for continued rapid earning growth trading at a compelling valuation on misplaced industry concerns.”
“Uber... ultimately sold their stake sold their business to Grab in exchange for equity years ago.”
“In 2018, Uber agreed to sell its Southeast Asia business to Grab in exchange for a 27.5% stake in the company.”
“For example, in the UK, Uber drivers pursued a case all the way up to the Supreme Court, to the UK Supreme Court. In 2021, that court ruled that Uber drivers should be classified as workers rather than independent contractors.”
“For example, in California, Uber and Lyft, two kind of ride share platforms that I'm sure we all know well, agreed to allow their drivers to form unions.”
“In a completely different part of the world too, in Australia, Uber Eats and DoorDash, reached a deal with the workers union, the Transport Workers union, to give these gig workers minimum pay standards.”