2Semana
What is your opinion about the AV discusion with Uber?
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2Semana
@Tim00sterhout I’m still bullish. I think the AV market will stay fragmented, which actually strengthens Ubers role as the platform aggregating different providers like Waymo, Tesla or AVride. Long term, I see many AV companies becoming more like OEMs while Uber owns the customer relationship and distribution. Considering Waymo was valued at $126B in its latest funding round while Ubers entire market cap is only around $142B, I personally think Uber looks significantly undervalued relative to the value the market is assigning to autonomous mobility
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