Solving The Money Problem 对 $UBER 的判断变化

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.