Uber: The Threat From Robotaxis Is Overblown And Uber Looks Inexpensive

  • Uber has transformed into a highly profitable, free cash flow powerhouse, with strong double-digit growth expected in both EPS and revenue for years ahead. Concerns about robotaxis, including Tesla's entry, are overblown; Uber's partnerships and platform integration with autonomous vehicles position it as a winner in the AV era. Uber's scale, global reach, and network effects create a significant moat, making it unlikely for new entrants to erode its dominant market share or profitability.