$UBER (-0.14%)
+2 in after hrs, they are speaking at conference

Sounds like Moove will be using the $UBER ERP system for Waymo fleet management in Miami when that’s rolled out.

CFO interview ongoing.

Reminder: Uber has 2 board seats & a sizable equity stake in Moove.

Sees ~20% mobility growth through most of 2025.

Sees insurance costs greatly lagging revenue growth in 2025 to "create operating leverage not seen before."

Many, many good & new nuggets coming from this interview.