Mark Mahaney

But I think you give me five years, I think we're going to have multiple AV vendors. And then Uber sits there as the perfect partner. There's this wonderful blog that put out by one of the Andreessen Horowitz partners two weeks ago. They're an investor in Waymo. And they showed this chart about how well Waymo has launched in Austin. Now they've launched solely exclusively on Uber's network.

But I think you give me five years, I think we're going to have multiple AV vendors. And then Uber sits there as the perfect partner. There's this wonderful blog that put out by one of the Andreessen Horowitz partners two weeks ago. They're an investor in Waymo. And they showed this chart about how well Waymo has launched in Austin. Now they've launched solely exclusively on Uber's network.

But I think you give me five years, I think we're going to have multiple AV vendors. And then Uber sits there as the perfect partner. There's this wonderful blog that put out by one of the Andreessen Horowitz partners two weeks ago. They're an investor in Waymo. And they showed this chart about how well Waymo has launched in Austin. Now they've launched solely exclusively on Uber's network.

And the expression that the investor used was that Uber helped Waymo turbocharge into that market because Uber can go to an AV vendor autonomous vehicle vendor and say, we'll reduce your financial risk. We'll reduce your operational risk. You'll get the profitability faster because these things are expensive. Work with us. And I think that pitch is going to become stronger and stronger.

And the expression that the investor used was that Uber helped Waymo turbocharge into that market because Uber can go to an AV vendor autonomous vehicle vendor and say, we'll reduce your financial risk. We'll reduce your operational risk. You'll get the profitability faster because these things are expensive. Work with us. And I think that pitch is going to become stronger and stronger.

And the expression that the investor used was that Uber helped Waymo turbocharge into that market because Uber can go to an AV vendor autonomous vehicle vendor and say, we'll reduce your financial risk. We'll reduce your operational risk. You'll get the profitability faster because these things are expensive. Work with us. And I think that pitch is going to become stronger and stronger.

So I think Uber is going to be a long-term winner. That's my thesis. If I'm right on that, I think there's a ton of upside in an Uber stock here. So I'm going to stay very patient and be a bull on the stock. It's up 30% or whatever. Year-to-date, it's actually the best-performing large-cap internet stock, but that's because it began this year dislocated over these robo-taxi concerns.

So I think Uber is going to be a long-term winner. That's my thesis. If I'm right on that, I think there's a ton of upside in an Uber stock here. So I'm going to stay very patient and be a bull on the stock. It's up 30% or whatever. Year-to-date, it's actually the best-performing large-cap internet stock, but that's because it began this year dislocated over these robo-taxi concerns.

So I think Uber is going to be a long-term winner. That's my thesis. If I'm right on that, I think there's a ton of upside in an Uber stock here. So I'm going to stay very patient and be a bull on the stock. It's up 30% or whatever. Year-to-date, it's actually the best-performing large-cap internet stock, but that's because it began this year dislocated over these robo-taxi concerns.

But I think the data points are coming in that shows that there will be robo-taxis on Uber's network in the future. And if that's true, you want to buy Uber.

But I think the data points are coming in that shows that there will be robo-taxis on Uber's network in the future. And if that's true, you want to buy Uber.

But I think the data points are coming in that shows that there will be robo-taxis on Uber's network in the future. And if that's true, you want to buy Uber.

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What if you could make that stop? With LPL Financial, we remove the things holding you back and provide the services to help push you forward. If you're a financial advisor, what if you could have more freedom but also more support? Ready to invest? What if you could have an advisor that really understood you?

What if you could make that stop? With LPL Financial, we remove the things holding you back and provide the services to help push you forward. If you're a financial advisor, what if you could have more freedom but also more support? Ready to invest? What if you could have an advisor that really understood you?

When it comes to your finances, your business, your future, at LPL Financial, we believe the only question should be, what if you could?

When it comes to your finances, your business, your future, at LPL Financial, we believe the only question should be, what if you could?

When it comes to your finances, your business, your future, at LPL Financial, we believe the only question should be, what if you could?

So, Ed, I like the way you set it up. I'll tell you what I'm trying to do is be greedy. I want to find a situation where I can find a stock that gives me premium earnings growth, you know, 20% to 20% to 30% earnings growth. That's hard to find. I want to find that and a multiple that can go higher, that can re-rate. I call that kind of a double-barreled approach to making money.

So, Ed, I like the way you set it up. I'll tell you what I'm trying to do is be greedy. I want to find a situation where I can find a stock that gives me premium earnings growth, you know, 20% to 20% to 30% earnings growth. That's hard to find. I want to find that and a multiple that can go higher, that can re-rate. I call that kind of a double-barreled approach to making money.