thanks for sharing the perspective and counter argument

uber is set in usa for most part, but spending abroad creates massive challenges.

the big question is, as growth slows and capital markets start to dry, what happens? probably a down round and contractions. when that happens, either you stop service entirely in certain cities/countries or you NEED profitability or close to it

obviously uber is not doomed, they can save themselves — but they need to see the wall coming and find upsells and strategies to earn real money

or potentially spin off (or probably sell off) locations/cities to either competitors or PE or automanufacturers (what if Toyota owned Japanese Uber, BMW owned Germany Uber etc… you could have local bidding wars and companies with local resources… just a thought?)

or sell data