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Posted by
Two Blokes Jul 10 -
Filed in
Stock
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Uber's market-leading position and strong brand create a durable MOAT, despite fears about autonomous vehicles disrupting its business model. Partnerships with Waymo, Cruise, and Volkswagen position Uber to benefit from the autonomous vehicle shift, rather than be disrupted by it. Financial performance is robust, with strong revenue, EBITDA, and free cash flow growth expected to continue through 2026 and beyond.