AVs' Impact on Uber's Costs and Margins

On this episode of Live From The Compound, Josh Brown sits down with Mark Mulhern (aka Manu Invests), creator of the bestselling Substack Fundamentally Sound, to break down the long-term bull case for Uber. They dive into the rise of autonomous taxis, Wall Street’s estimates for the robotaxi market, and what Tesla, Uber, and Waymo are saying about the size of the opportunity. The conversation also explores Uber’s stock performance around major AV announcements and why partnerships not owning the tech may be Uber’s biggest advantage. Plus: Uber’s expanding autonomous network, the Lucid + Nvidia deal, and why Bill Ackman took notice of Manu’s Uber thesis. If you’re interested in autonomous vehicles, Uber stock, and the future of transportation, this episode is for you.

Fundamentally Sound Substack: https://manuinvests.substack.com/

This episode is sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs

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