[paulpauper]

It's similar to Tesla in this regard--a decade of losses from 2010-2020 and then -boom--huge cashflow once the infrastructure outlay and customer base acquisition pays off. 'Smart money' was right all along to keep buying the dips. Uber is a play on not only on transportation, but also Ai, logistics, delivery, etc. It's like Amazon in this regard.

[ganeshkrishnan]

Uber is just an app. Many Uber drivers have both Uber and Lyft open at the same time and choose the best one.

All it takes is a new app to offer better commissions for drivers and riders. I am not so sure that Uber has a very sticky customer base

[yakkityyak]

I'm also not convinced uber eats will ever make money.