DoorDash may be seeking acquired growth because its market share looks to have peaked. Its interest in buying Instacart looks desperate given its poor platform, adding to the short-DoorDash side of the long-Uber pair. x.com 

Uber looks rather negative because driver reclassification, consumer cutbacks and easy switching threaten its business. Making drivers employees could raise costs and push ride prices up around 40%. Food delivery and comfort rides are cut when budgets tighten; riders switch to Lyft or Bolt for a few euros. Tesla or Waymo could bypass Uber with their own apps, and Google can scale quickly. Despite being a great company, Uber has too many unknowns; it is preferable to stay on the sidelines. x.com 

Serve Robotics is a Level 4 physical AI platform trading like a pizza-delivery stock, and it should revalue rapidly as robotics gains steam. Its fleet grew from about 100 robots a year ago to 2,000 Gen3 units in 44 cities, built by Magna, with 1.8M+ deliveries, a 99.8% completion rate and no major safety incidents; its autonomy stack works whether the payload is food or medical supplies. The risks are real: cash burn, a $150M ATM, negative gross margins and guidance needing a steep H2 ramp. … Show more

Tesla's growing autonomy usage strengthens its case as one of the best plays on autonomous vehicles, robotics, EVs and energy. Q3 FSD subscriptions rose 67% year over year and robotaxi miles increased eightfold quarter over quarter; revenue was $28.05B and EPS of $0.48 beat expectations. FSD subscriptions are starting to contribute to revenue, though still relatively little. Licensing FSD to other automakers could expand the opportunity if it happens. x.com  x.com 

Uber's network effects could make it the app robotaxi fleets need to keep their cars fully operational. It is one of the best platforms on earth and a five-year buy at today's valuation, with opportunity too compelling to pass up despite shares falling about 25% in the past year on robotaxi fears. Bookings grew 24% last quarter and trailing free cash flow exceeded $10 billion. Waymo and Tesla could choose to bypass Uber; Waymo already runs its own app in most of its cities. x.com 

Robotics may be AI's next frontier, and the bigger opportunity may be everything that makes robots move, not just humanoids. Deploying millions of robots needs motors, sensors, vision, motion control and factory, warehouse and surgical automation. The picks and shovels include Amazon and Symbotic in warehouses, Teradyne, ABB and Fanuc in industrial robots, Rockwell, Honeywell and Parker Hannifin in automation and motion, Cognex, Ouster, Zebra, Intuitive Surgical, Serve and UiPath. x.com 

Uber looks cheap, and insiders who know the company best are buying, a point @SteurJonas69716 raises. The stock is a solid buy as long as robotaxis do not kill the business, which is doubtful. x.com  x.com 

Uber's network could become more important in an autonomous world, not less, which the market underestimates. Robotaxi fleets will still need someone to aggregate demand, optimize utilization, route supply, handle payments and bring liquidity to both sides, and Uber already has those layers plus relationships in almost every major city as autonomy rolls out market by market. The chart is ending a two-year $50-80 consolidation above its prior breakout zone. x.com 

Robotaxis could widen Uber's moat rather than destroy it, because its real advantage is the network matching huge pools of demand with whatever supply is available, not drivers' lack of negotiating power. Robotaxis change the supply but don't eliminate the network. The question is whether Uber becomes the toll road for autonomous mobility, letting Waymo and dozens of competing AV suppliers fight over the economics while Uber owns the customer, demand and dispatch layer. x.com 

Tesla's FSD continues to drive sales as its physical AI strategy takes shape. Attach rates top 75% of North American deliveries, active subscriptions have reached 1.74 million, up 67% year on year, and Optimus production has begun. Those developments also dovetail with the strategic fit of a SpaceX merger. x.com