u/Dependent-Pie-5995

The author pushes back on the idea that Uber has only a 25-30 year lifespan before autonomous cars kill its business, arguing the stock would otherwise be priced like a 30-year bond. Instead, Uber likely becomes a large fleet provider as fewer people own cars, with families possibly owning one car instead of two. The author also notes the risk that Chinese or other countries develop quality autonomous cars, meaning Waymo may not dominate, and Uber could provide the autonomous driving platform nearly free while profiting via in-car advertising and a share of ride revenue.