Ed

But if you live in New York, as an example, like, yeah, you're Ubering around a lot.

But if you live in New York, as an example, like, yeah, you're Ubering around a lot.

But if you live in New York, as an example, like, yeah, you're Ubering around a lot.

Well, he's going to send you like a Honda Accord is what he's going to send you now. Maybe you go for the Uber Lux.

Well, he's going to send you like a Honda Accord is what he's going to send you now. Maybe you go for the Uber Lux.

Well, he's going to send you like a Honda Accord is what he's going to send you now. Maybe you go for the Uber Lux.

I think the jury's still out on that question. I think the market might be being a little too optimistic. I'm cautious of how they're pricing this in terms of Netflix as well. I'm just not sure, I guess because we haven't seen how bad the tariff impact would be.

I think the jury's still out on that question. I think the market might be being a little too optimistic. I'm cautious of how they're pricing this in terms of Netflix as well. I'm just not sure, I guess because we haven't seen how bad the tariff impact would be.

I think the jury's still out on that question. I think the market might be being a little too optimistic. I'm cautious of how they're pricing this in terms of Netflix as well. I'm just not sure, I guess because we haven't seen how bad the tariff impact would be.

But it is certainly an interesting question, and it's interesting to see the market take a position, it sounds like, in agreement with you. Let's talk a little bit about autonomous because that was a big focus and Dara stated that it's a huge priority. I mean, just some context, as we've discussed, Uber has entered this partnership with Waymo.

But it is certainly an interesting question, and it's interesting to see the market take a position, it sounds like, in agreement with you. Let's talk a little bit about autonomous because that was a big focus and Dara stated that it's a huge priority. I mean, just some context, as we've discussed, Uber has entered this partnership with Waymo.

But it is certainly an interesting question, and it's interesting to see the market take a position, it sounds like, in agreement with you. Let's talk a little bit about autonomous because that was a big focus and Dara stated that it's a huge priority. I mean, just some context, as we've discussed, Uber has entered this partnership with Waymo.

They've now got 100 autonomous Waymo vehicles operating in Austin that you can just order on the Uber app. on the earnings call, he said that those vehicles are now more productive than 99% of drivers in the city. They said the program has exceeded expectations. I think the autonomous program is very exciting. I think it's a big deal. I think that's where you're going to get this growth from Uber.

They've now got 100 autonomous Waymo vehicles operating in Austin that you can just order on the Uber app. on the earnings call, he said that those vehicles are now more productive than 99% of drivers in the city. They said the program has exceeded expectations. I think the autonomous program is very exciting. I think it's a big deal. I think that's where you're going to get this growth from Uber.

They've now got 100 autonomous Waymo vehicles operating in Austin that you can just order on the Uber app. on the earnings call, he said that those vehicles are now more productive than 99% of drivers in the city. They said the program has exceeded expectations. I think the autonomous program is very exciting. I think it's a big deal. I think that's where you're going to get this growth from Uber.

The only question mark I have here on Uber and its role in autonomous, as we know, Uber was developing their own vehicles. They wanted to make their own robot cars, essentially. And then they decided to scrap that. And instead, what they're doing is they are entering these contracts with Waymo. Waymo has the cars. Uber has the network. Waymo pays Uber to use the network.

The only question mark I have here on Uber and its role in autonomous, as we know, Uber was developing their own vehicles. They wanted to make their own robot cars, essentially. And then they decided to scrap that. And instead, what they're doing is they are entering these contracts with Waymo. Waymo has the cars. Uber has the network. Waymo pays Uber to use the network.

The only question mark I have here on Uber and its role in autonomous, as we know, Uber was developing their own vehicles. They wanted to make their own robot cars, essentially. And then they decided to scrap that. And instead, what they're doing is they are entering these contracts with Waymo. Waymo has the cars. Uber has the network. Waymo pays Uber to use the network.

And it's great for Uber because it means they don't have to invest any upfront capital. They can just sort of leverage their existing technology. It's also great for Waymo because Waymo needs to focus on the hard stuff. They need to manufacture the cars and create the software. They need to make sure that these cars are actually safe and people aren't crashing.

And it's great for Uber because it means they don't have to invest any upfront capital. They can just sort of leverage their existing technology. It's also great for Waymo because Waymo needs to focus on the hard stuff. They need to manufacture the cars and create the software. They need to make sure that these cars are actually safe and people aren't crashing.