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 

Uber at about a $160B market cap prices in far too much US autonomous-vehicle risk. AV risk is confined to the top 30-35 US markets, roughly 10-12% of Uber's profits, and is offset by partners such as Lucid-Nuro, Zoox, Wayve and WeRide. US adoption is accelerating across all product lines, and Uber trades 7-8 turns below peers' growth-adjusted multiple, so continued earnings growth alone should re-rate it. Losing Waymo in Atlanta and Austin after January 2028 frees Uber to use more partners. … Show more

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 

Uber is one of the most interesting opportunities in the market, down 31% from its highs while printing more cash. The market treats it as a low-margin business that autonomous driving could disrupt, missing its real moat: distribution. A network of consumers, drivers and merchants is very hard to replicate and lets it add verticals without paying acquisition costs again. Uber also owns about 13% of Grab, down 85% and building financial services on the same model. x.com 

Uber's asset-light platform makes it a direct winner of autonomous driving, because AV operators can't match its network's dispatch efficiency. AV rides on Uber grew over 10x year over year in Q1 2026, with launches in up to 15 cities by end-2026, and Waymo partners rather than competes. Its 200M+ monthly users cut empty miles, and human drivers add elastic capacity. It made about $9.8B of 2025 free cash flow, Q1 bookings rose 21% to $53.7B, and buying Delivery Hero could lift bookings to $160B. … Show more

Uber cannot be owned until its robotaxi strategy and economics are clearer, including whether it stays asset-light or pivots to asset-heavy. Calling it 10 times 2027 free cash flow may be unfair if an asset-heavy pivot sends that cash into capex. Google puts global ridesharing at $150-180 billion in gross bookings a year, reaching $200 billion by decade's end, likely not big enough for Waymo, Tesla and Uber to all win while each spends tens of billions on fleets. x.com  x.com  x.com 

Uber is the toll booth on urban movement: while the market debates whether robotaxis kill it, every autonomous player keeps partnering with Uber for its demand network. Trailing-twelve-month free cash flow topped $10 billion for the first time, with gross bookings up 22%. 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 valuation is out of balance with its fundamental trajectory over the medium term, and the long-term thesis is less convincing than it once was. It became a cash-flow machine sooner than expected, but the past couple of years have been a grind. It is a hold now and a sell if it reaches the top of its technical channel around $100. x.com  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