Jason Helfstein

And, like, what we already know today is that in markets where Waymo is on Uber, it's way more profitable, like, on a per car than if Waymo just tries to use it itself.

Because it can't kind of fill all the capacity, right?

And even as simple as, like, okay, like...

would you have it do food deliveries or something?

Like if there's no demand for rides and okay, but like, you know, and again, there are door dash, they could go work with them and try it.

I think they are right.

But like the idea of like, if all the technologies in one place does Uber ultimately pull that off seamlessly better than anybody else.

That's kind of the debate.

And I think, you know, Uber said they will be in 15 cities globally with robo taxi.

Um,

Again, with, you know, they're obviously not partnering with Tesla, but with Waymo and then kind of call it, you know, multiple other partners.

I think they just announced this morning, WeRide in the Middle East, they're going live with, I think it was 1,500 cars, I think, or 1,000, I don't remember the exact number, but.

So it's coming.

So I think Uber is the kind of stock where if you're patient, you will get paid.

The stock is, you know, inexpensive on current valuation.

The business is generating a lot of cash flow.

It's growing very nice.

They basically said U.S.

growth will accelerate mostly because they're getting a reprieve on insurance rates in California.

And they can then pass that on by lower prices.