# Dialogue. Breaking down Uber and the AV Threat

Page: https://stenobird.com/podcast/the-synopsis-6505916/dialogue-breaking-down-uber-and-the-av-threat
Text version: https://stenobird.com/podcast/the-synopsis-6505916/dialogue-breaking-down-uber-and-the-av-threat.md
Podcast: [The Synopsis](https://stenobird.com/podcast/the-synopsis-6505916)
Published: 2026-01-28T16:00:00+00:00
Episode link: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-breaking-down-uber-and-the-av-threat
Audio file: https://traffic.libsyn.com/secure/5f85ab06-2c89-4625-a5f9-f4b3a3300053/Dialogue._Uber.mp3?dest-id=4092573
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JSON: https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-breaking-down-uber-and-the-av-threat
Duration seconds: 2783

## Resource

In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a Watch the Uber YouTube Video Here Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Podcast Format Announcement (3:37) — Uber History (11:12) — Alibaba Analogy (13:24) — Management & Increasing Monetization (16:32) — Opportunities (18:57) — Grocery Delivery (20:42) — Where Will Growth Come From? (22:36) — Uber Freight (23:20) —AV Opportunity (26:22) — AV Risk (Waymo) (29:24) — Robotaxi (35:21) — Agentic AI (37:52) — Valuation -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

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## Transcript

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