UBER is a value pick trading below market multiples with 20-30% annual growth; it remains the dominant platform provided no single self-driving company wins.

There are other companies where artificial intelligence or self-driving is expected to revolutionize them, such as Uber. I think there are fields, and that's an incredibly interesting name.

You are paying less than the market price for a company that is growing at 20-30% annually.

What is the idea behind Uber? Uber's idea is that as long as there isn't just one self-driving car company, it will be a huge success. People won't want six different apps. You are as good as you can be during peak demand times.

So I think the situation will remain a hybrid mix for many years, and Uber will be the main platform. In addition, they have a delivery department in their business. Waymo has, for the first time in a while, repurchased some of its shares.

As I mentioned, they are being sold for less than a multiple of the market, and I believe our hypothesis will hold true as long as there is no single winner in the field of self- driving vehicles.

They are also collaborating with Lucid and a few other companies to put these cars on the roads. They are generating a huge cash flow. I think they have $10 billion of free cash flow next year. They are buying back the shares.

In other words, from my personal experience, I feel that the price of using Uber has increased significantly. They have indeed raised the price. It seems so. Okay. Well , everything, I mean everything, has become two or three times what I used to pay for similar trips.

Yes, but the number of trips and revenues are still increasing. So, they are able to absorb that, you know, the cost of these things goes up with rising fuel prices and so on. So, as you know, it's a very profitable business, and it's widespread everywhere.

It is literally an action. We like this type of company.

Therefore, Uber has all the necessary back-end operations for that. Uber is constantly growing. Both Uber and Waymo were valued in their latest funding round at a value close to that of Uber.

So, you need to think about it from this perspective as well.

we will find that Uber is still growing in those areas, which means that Waymo is not affecting its market share.