Mark Mulhern (Manu Invests)
Creator of the Substack 'Fundamentally Sound' and an investor/analyst focused on company research and the autonomous vehicle thesis; provides the long-term bull case for Uber on this episode.
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Feb 2, 2026 • 42min
Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber
Mark Mulhern (Manu Invests), creator of the Substack Fundamentally Sound and investment commentator, breaks down the long-term bull case for Uber. He explores the rise of autonomous taxis and robotaxi market estimates. They cover why Uber’s asset-light, partnership-first approach could be an advantage and how AVs might reshape costs, margins, and global rollout strategies.
