Supposedly Cloud Pro or Cloud Max, it cost $200 a month, but supposedly right now it cost them $5,000 a month to for the compute and the chips to offer you that service. So they're trying to just capture a ton of share.
The biggest opportunity that we see with autonomous vehicles is actually on the Uber Eats side rather than the rides side, because the driver is such a big part of the cost structure of delivery, and because the consumer experience of waiting 30 to 40 minutes doesn't require a human driver to be present.
1mo ago
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