The most dangerous thing that could happen to Uber is if one of the AV companies actually decided that they wanted to be a ride-sharing company, that they wanted to own the consumer relationship and own the driver relationship. Because then you'd have a competitor with a superior technology and they decided to go vertical.

Invest Like the Best with Patrick O'Shaughnessy
underscoredpodcasts
@underscoredpodcasts·June 8, 2026