尽管面临自动驾驶出租车的竞争，Uber凭借其混合模式能更好地应对波动需求，仍具价值。
逐段跳播
在Cybertruck发布时，许多投资者得出结论认为Uber已经完了，我也会就此发表一些看法。甚至Ross Gerber也说Uber完蛋了。
So, I'll be giving some thoughts on this as many investors have concluded at the launch of the Cybertruck that Uber is dead. Even Ross Gerber said that Uber is toast.
许多人，包括Ross Gerber，认为最终这将导致Uber被淘汰。我认为人类必须在服务水平上与机器人出租车区分开来，然后他们才能竞争，但总体而言，我认为Uber已经完了。
And many people, including Ross Gerber, believes eventually this will lead to Uber getting cooked. I think humans have to differentiate the service level from the robo-taxis, and then they'll be able to compete, but on a whole, I think Uber's cooked.
这里的想法是，随着机器人出租车的不断增长和普及，Uber将陷入大麻烦。而我不认为情况真的如此，至少不像人们试图论证的那样严重。
The thought here is as robo-taxis continue to grow and spread, Uber's in a lot of trouble. And I don't believe that that's really the case, at least to the extent that people are trying to argue.
我认为许多投资者忽略的一点是高度可变需求的概念。机器人出租车网络要么决定处理正常需求（这里的深蓝色时段），然后他们没有足够的车辆来应对高峰需求；要么他们过度投资，购买太多车辆仅仅为了应对高峰时段，然后在正常需求时段，他们就有太多车辆处于低效和无效状态。
One of the things that I think a lot of investors are leaving out is the concept of highly variable demand. A robo-taxi network either has to decide between handling the normalized demand, the dark blue hours here, and then they don't have enough vehicles for the peak demand, or they have to overinvest and buy too many vehicles just to handle the times of peak demand, then they have way too many vehicles being inefficient and ineffective during the normalized demand.
这是Uber解决的问题，因为Uber拥有可变需求。Uber可以让人们打开应用，在高峰需求时使用他们车库里的汽车。人们可以离开家，进入Uber网络，在需求激增时开始接单。在美国大多数城市和大多数地区，需求变化极大。
每天只有几个小时需要大量乘车，而且需要同时满足。而在一天中的其余时间，交通量实际上远没有那么高。那就是高峰时段。
This is a problem that Uber solves because Uber has variable demand. Uber can have people jump on the app and use their car that's in their garage whenever there's peak demand. People can leave their homes, they can go into the Uber network, they can start taking rides when demand spikes. And in most cities across the US and most territory, demand is incredibly variable. There are only a couple of hours per day where you need a lot of rides, and you need them all at once. And then the rest of the day there's really not nearly as much traffic. That's rush hour.
现在，最好的情况是采用混合方法。即拥有一些车辆，一些可以随时运行的车辆，它们能够在正常时段处理正常需求，但同时也有人员参与其中。
Now, the best situation here is a hybrid approach. One where you have some vehicles, some vehicles that can always go around, that they can handle the normalized demand throughout the normal hours, but then you also have humans in the loop.
Uber已经采用了混合方法。他们已经拥有所有人类司机，并且正在引入并持续与机器人出租车合作。Uber在机器人出租车方面也在做同样的事情。他们的网络上已经有无人驾驶车辆，而且他们正在推出越来越多的无人驾驶车辆。
Uber already has the hybrid approach. They already have all the human drivers, and they're introducing and continually partnering with the robo-taxis. Uber is doing the same thing with robotaxi's. They have driverless vehicles already on their network and they're doing more and more of them.
因此，我认为采用这种混合方法是最终的最佳方案。这是最有意义的。它既满足了全天稳定的需求，也满足了集中在几个小时内的高峰可变需求。Uber可以同时利用这两者，如果人们意识到他们总能通过Uber叫到车，因为总有足够的人来满足需求，那么Uber将保持非常有价值。
So, having this hybrid approach I think is the best end game. It makes the most sense. It satisfies the stable demand throughout the day and the peak variable demand that's all driven in a couple hours. Uber can utilize both of these and Uber will remain very valuable if people realize that they can always get a ride with Uber because there's always enough people to fulfill the demand.
这个频道对 $UBER 的历次判断
Joseph Carlson After Hours 在这只股票上共 2 条判断，这里只列相邻的几条。