Ed

I think there's a lot of room to grow here. And I was very impressed by those profitability numbers. This feels like a very solid, safe company that is also betting big on some growth vehicles.

I think there's a lot of room to grow here. And I was very impressed by those profitability numbers. This feels like a very solid, safe company that is also betting big on some growth vehicles.

You might be alone there. I'm not sure I do.

You might be alone there. I'm not sure I do.

You might be alone there. I'm not sure I do.

It's interesting you say, I mean, I don't think you're the average consumer. I don't think most people are spending $3,000 to $5,000 a month on their Uber. But where you might be indicative of the average consumer is, or at least this is what the market is telling us, you know, this is a pretty tariff-insulated business. I mean, certainly in terms of first-order effects.

It's interesting you say, I mean, I don't think you're the average consumer. I don't think most people are spending $3,000 to $5,000 a month on their Uber. But where you might be indicative of the average consumer is, or at least this is what the market is telling us, you know, this is a pretty tariff-insulated business. I mean, certainly in terms of first-order effects.

It's interesting you say, I mean, I don't think you're the average consumer. I don't think most people are spending $3,000 to $5,000 a month on their Uber. But where you might be indicative of the average consumer is, or at least this is what the market is telling us, you know, this is a pretty tariff-insulated business. I mean, certainly in terms of first-order effects.

I mean, they're not getting tariffed on anything. But I think the question that the market, that investors should be asking is like, what are the second-order effects from tariffs? what actually happens to the consumer? If prices are going up and affordability is difficult for the consumer, will Uber be impacted by those price increases in everyday items?

I mean, they're not getting tariffed on anything. But I think the question that the market, that investors should be asking is like, what are the second-order effects from tariffs? what actually happens to the consumer? If prices are going up and affordability is difficult for the consumer, will Uber be impacted by those price increases in everyday items?

I mean, they're not getting tariffed on anything. But I think the question that the market, that investors should be asking is like, what are the second-order effects from tariffs? what actually happens to the consumer? If prices are going up and affordability is difficult for the consumer, will Uber be impacted by those price increases in everyday items?

If you're strapped for cash, are you still going to be taking Ubers? I think that's a question that I'm not sure I could answer, but The market seems to believe, at least so far, up 30% year-to-date, the market seems to believe, yeah, people will still use Ubers.

If you're strapped for cash, are you still going to be taking Ubers? I think that's a question that I'm not sure I could answer, but The market seems to believe, at least so far, up 30% year-to-date, the market seems to believe, yeah, people will still use Ubers.

If you're strapped for cash, are you still going to be taking Ubers? I think that's a question that I'm not sure I could answer, but The market seems to believe, at least so far, up 30% year-to-date, the market seems to believe, yeah, people will still use Ubers.

It's such a systemic part of, for those who take Ubers, it's such a systemic part of their lives that in the same way that the market believes people aren't going to cut back on their Netflix The market seems to believe people aren't going to cut back on riding around in an Uber. I think that's probably not going to be true of food delivery.

It's such a systemic part of, for those who take Ubers, it's such a systemic part of their lives that in the same way that the market believes people aren't going to cut back on their Netflix The market seems to believe people aren't going to cut back on riding around in an Uber. I think that's probably not going to be true of food delivery.

It's such a systemic part of, for those who take Ubers, it's such a systemic part of their lives that in the same way that the market believes people aren't going to cut back on their Netflix The market seems to believe people aren't going to cut back on riding around in an Uber. I think that's probably not going to be true of food delivery.

I think if there's one place you start cutting, it's you decide, okay, I'll probably walk to Chipotle versus having a taxi deliver my burrito to my doorstep. But it is interesting, that question, like it does seem that this is becoming so endemic to the human experience, the American human experience. At least if you live in a city, I don't want to speak for rural Americans.

I think if there's one place you start cutting, it's you decide, okay, I'll probably walk to Chipotle versus having a taxi deliver my burrito to my doorstep. But it is interesting, that question, like it does seem that this is becoming so endemic to the human experience, the American human experience. At least if you live in a city, I don't want to speak for rural Americans.

I think if there's one place you start cutting, it's you decide, okay, I'll probably walk to Chipotle versus having a taxi deliver my burrito to my doorstep. But it is interesting, that question, like it does seem that this is becoming so endemic to the human experience, the American human experience. At least if you live in a city, I don't want to speak for rural Americans.