Schwab Network 对 $UBER 的判断变化
最后是 Uber。有趣的是，我认为市场在某种程度上正在定价一些生存风险，比如自动驾驶汽车和机器人出租车等等。我喜欢 Uber 的地方在于它拥有分销渠道，我相信这是市场中一条可防御的护城河。
因此，我认为你会看到机器人出租车和自动驾驶实际上会进入那个网络。
And then finally, Uber actually. Uber interestingly, I think the market is sort of pricing in some existential risk when it comes to you know, I'll say autonomous vehicles and robot taxis and all this. I think that what I love about Uber is that it has distribution and I believe that that's a defensible moat in the marketplace. And so, I think that you'll actually see the auto the the robot taxis and the autopilots actually come into that network.
另外，关于 Uber 的次要一点是，它已经成为一个绝对的现金牛，过去 12 个月其调整后 EBITDA 增长了超过 30%。
Also, secondarily on Uber, it's become an absolute cash cow growing 30% their adjusted EBITDA over 30% the last 12 months.