Lucid is mentioned as a partner for Uber in developing autonomous vehicles.
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Should You Buy Uber Stock Before the Huge Investor Update?
Jul 19, 2026
The creator discusses Uber's upcoming earnings report and its strategic approach to autonomous vehicles (AVs). Uber is expanding its Uber One membership and diversifying its AV partnerships, including with Waymo, Zoox, Rivian, and Lucid, while also developing proprietary technology. The creator believes the AV market will be fragmented, not a winner-take-all scenario, and that Uber's multi-faceted approach is prudent, with the main risk being Tesla's independent strategy potentially capturing significant market share.
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Rivian is mentioned as a partner for Uber in developing autonomous vehicles.
Amazon Zoox is mentioned as a partner for Uber in autonomous vehicle development and a potential competitor.
Alphabet's Waymo is mentioned as a partner for Uber in autonomous vehicle development and a competitor in the AV space.
Tesla's camera-only autonomous vehicle technology is discussed as a potential risk for Uber, though it may offer lower prices.
The creator discusses Uber's upcoming earnings and its strategic approach to autonomous vehicles, suggesting a hold rating.
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