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The Transcript
$UBER CEO @dkhos used the prepared remarks in today's earnings call to handle some misconceptions on Autonomous Vehicles
—Myth: AV growth will be zero-sum.
Reality: AVs add supply and expand the ridesharing market.
—Myth: San Francisco trends apply everywhere.
Reality: SF is an outlier & most cities have very different demand and regulatory dynamics.
—Myth: AV-only fleets can achieve high utilization at scale.
Reality: Hybrid networks of AVs and human drivers deliver higher utilization, lower ETAs, and better reliability.
—Myth: AVs only need a few large cities to capture most profits.
Reality: Much of U.S. trip volume and profits sit outside top metros and will remain human-led for years.
—Myth: AVs will soon handle all trips.
Reality: Edge cases, weather, infrastructure, and regulation still limit universal AV coverage.
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$UBER CEO @dkhos used the prepared remarks in today's earnings call to handle some misconceptions on Autonomous Vehicles
—Myth: AV growth will be zero-sum.
Reality: AVs add supply and expand the ridesharing market.
—Myth: San Francisco trends apply everywhere.
Reality: SF is an outlier & most cities have very different demand and regulatory dynamics.
—Myth: AV-only fleets can achieve high utilization at scale.
Reality: Hybrid networks of AVs and human drivers deliver higher utilization, lower ETAs, and better reliability.
—Myth: AVs only need a few large cities to capture most profits.
Reality: Much of U.S. trip volume and profits sit outside top metros and will remain human-led for years.
—Myth: AVs will soon handle all trips.
Reality: Edge cases, weather, infrastructure, and regulation still limit universal AV coverage.
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Clark Square Capital
Market finally starting to care about $GRVY
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Market finally starting to care about $GRVY
Been a good high-sharpe move on $GRVY so far which is more meaningful amid the elevated vol elsewhere. But this is just the beginning. Fair value floor is $120 at 6x P/E ex-cash. https://t.co/UmVi9uR71q tweet
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App Economy Insights
$UBER Uber Q4 FY25:
• Gross bookings +22% Y/Y to $54.1B.
• Revenue +20% Y/Y to $14.4B ($50M beat).
• Adj. EBITDA +35% Y/Y to $2.5B.
Q1 FY26 guidance:
• Gross bookings +19% Y/Y fxn to ~$53B.
• Adj. EBITDA +31% to ~$2.4B. https://t.co/1ccvv95gkU
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$UBER Uber Q4 FY25:
• Gross bookings +22% Y/Y to $54.1B.
• Revenue +20% Y/Y to $14.4B ($50M beat).
• Adj. EBITDA +35% Y/Y to $2.5B.
Q1 FY26 guidance:
• Gross bookings +19% Y/Y fxn to ~$53B.
• Adj. EBITDA +31% to ~$2.4B. https://t.co/1ccvv95gkU
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Moon Dev
RT @carlosml: @MoonDevOnYT A 22,610% return in an hour? Cracker's making hand traders look like they're using abacuses
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RT @carlosml: @MoonDevOnYT A 22,610% return in an hour? Cracker's making hand traders look like they're using abacuses
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God of Prompt
RT @godofprompt: AI benchmarks are lying to you.
Models are scoring 95%+ on tests because the test questions were IN their training data.
Scale AI published proof in May 2024.
We have no idea how smart these models actually are.
Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
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RT @godofprompt: AI benchmarks are lying to you.
Models are scoring 95%+ on tests because the test questions were IN their training data.
Scale AI published proof in May 2024.
We have no idea how smart these models actually are.
Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
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Dimitry Nakhla | Babylon Capital®
$FICO at a 3.62% FCF yield while growing FCF at >20% CAGR — risk/reward looks compelling 💵 https://t.co/BAbK3DL3YF
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$FICO at a 3.62% FCF yield while growing FCF at >20% CAGR — risk/reward looks compelling 💵 https://t.co/BAbK3DL3YF
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Javier Blas
RT @michaelh992: Essentially, Iran and the US are testing each other to see if there is even space for talks and trying to gauge "who wants talks more"
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RT @michaelh992: Essentially, Iran and the US are testing each other to see if there is even space for talks and trying to gauge "who wants talks more"
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Bourbon Capital
$FICO pricing power remains solid
Operating margins went from 18% in 2017 to 48% in 2025 https://t.co/wK7bvqZjzO
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$FICO pricing power remains solid
Operating margins went from 18% in 2017 to 48% in 2025 https://t.co/wK7bvqZjzO
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