From Rides to Robots: A Tactical Long on Uber as AI and AV Move from Lab to Street
Uber is no longer just a ride-hailing company. With nascent robotaxi deployments, expanded delivery markets in Europe, and ongoing AI partnerships, the company pairs a platform-level moat with profitable unit economics. At ~$72.60 today, Uber looks like a reasonable long for investors willing to hold for operational progress in autonomy and margin …