Solving The Money Problem 对 $UBER 的判断变化

2026-09-08看跌
《Is He SERIOUS? Wildest Uber, Waymo & Tesla Theory Ever》
优步对人工司机的依赖使其在低成本自动驾驶汽车面前处于结构性劣势,对其商业模式构成生存威胁。

每个人最喜欢的早期优步投资者目前正经历一波热情,分享他对未来可能发生的事情的看法、想法、见解,甚至阴谋论。如果特斯拉、亚马逊或谷歌以3000亿美元收购优步以赢得部署自动驾驶汽车的竞赛,不要感到惊讶。

everyone's favorite early-stage Uber investor is currently going through a wave of enthusiasm, sharing his opinions, ideas, perceptions, and even conspiracy theories about what might happen in the future.

Don't be surprised if Tesla, Amazon, or Google buy Uber for $300 billion to win the race to deploy self-driving vehicles.

2026-09-05看跌
《Very Smart Investor Explains How Tesla Cybercab Won’t END Uber》
对Uber在自动驾驶汽车领域的竞争能力持怀疑态度,认为其成本结构难以与特斯拉匹敌,并怀疑其能否在10年内达到特斯拉的市场份额。

为什么 Uber 会彻底崩溃?抱歉,Jason。

Why did Uber completely fall apart? Sorry, Jason.

而且,为什么 Uber 在其运营中承担了名为“人类”的巨大成本,却也已经走到了时代的尽头?

And why is it that Uber, which incurs a huge cost called human beings in its operation, has also reached the end of its era?

排在第二位的是 Uber 的虚拟网络,包含 20 个合作伙伴,占 35%,接近第二位。他补充道:“在我看来,Uber 和特斯拉分别是低于 100 美元和低于 400 美元时一生难得的交易。”他说。

In second place, Uber's virtual network of 20 partners, 35%, which is close to second place . He adds: "Uber and Tesla are the deals of a lifetime at under $100 and under $400 respectively, in my opinion." He says.