Added to YB: 2026-03-16
Pitch date: 2026-03-13
UBER [neutral]
Uber Technologies, Inc.
Author Info
Platform Aeronaut has spent over 16 years as an investor at Altimeter Capital focused on leisure, gaming, and internet marketplace businesses across both the public and private markets. This is a collection of my thoughts and analysis on businesses with network effects ranging from online travel agencies to airlines to video game platforms, to ridesharing and food delivery. Sign up for the newsletter.
Company Info
Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$154.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.37
P/E
15.87
EV/Sales
2.99
Sector
Ground Transportation
Category
growth
Uber Is Quietly Winning the AV Rideshare Setup
UBER (overview): Assembling broadest AV aggregation layer via partnerships: 20K+ Nuro/Lucid vehicles (2026), VW/MOIA thousands in LA, 100K NVIDIA-powered fleet by 2027, Waymo in Austin/Atlanta, Zoox in Vegas. Hybrid model solves utilization problem better than pure robotaxi operators by mixing AVs (high-density routes) with human drivers (peak/edge cases). Risk: Tesla/Waymo drive vehicle costs low enough to negate Uber's utilization edge.
Read full article (8 min)