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Why Uber Stock Could Be the Biggest Winner in Autonomous Vehicles

2026-09-24 · 23 min · episode 180 · 4 entities

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    Feed author/publisher: Ross Mandell
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    Feed author/publisher: Ross Mandell
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    Feed author/publisher: Ross Mandell

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    Feed category: Society & Culture
  • discusses Society & Culture concept
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Episode description as stored
Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator Could Uber stock benefit from the robotaxi revolution? In this episode of Going Public with Ross Mandell, Ross breaks down Uber’s robotaxi strategy and why investors may be underestimating its future. This Uber stock analysis explores how its customer base, transportation network, and growing free cash flow could position the company for the next era of autonomous vehicles. The discussion covers Uber earnings, insider buying, and autonomous vehicle partnerships involving Waymo, Zoox, Nuro, Lucid, and Rivian. Ross also examines Aurora Innovation and Uber Freight, explaining how driverless trucks could expand the opportunity beyond robotaxis. Discover why he believes Uber can benefit from multiple self-driving companies by connecting their vehicles with paying customers. Ross weighs his bullish Uber stock outlook against competition from Tesla and Waymo, regulatory hurdles, capital spending, and the possibility that autonomous operators bypass Uber’s platform. Learn which financial results and deployment milestones he’s watching as this investment thesis develops. Subscribe to Going Public for more stock market analysis, and join Ross on Patreon for ongoing investing discussions. About Ross Mandell: Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice. 🔗 Links & Resources 📌 Book A Call With Ross https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagram https://www.instagram.com/rossmandell/ ⏱️ Chapters 00:00 Uber Stock: The Robotaxi Opportunity 02:02 Uber Earnings and Free Cash Flow Growth 02:57 Uber’s Customer Network and Data Advantage 04:10 Why Robotaxi Companies Could Need Uber 07:21 Robotaxis and Human Drivers: Uber’s Hybrid Network 08:07 Aurora and Uber Freight: Driverless Trucking 10:13 Uber’s Robotaxi Partnerships: Lucid, Nuro and Zoox 11:19 Uber and Rivian: Autonomous R2 Robotaxi Plans 12:29 Uber Stock Pullback: Price vs. Business Performance 13:10 Tesla and Waymo: Threats to Uber’s Future? 14:38 Uber Insider Buying: CEO Dara Khosrowshahi’s Investment 15:54 Uber Stock Analysis: Key Metrics to Watch 17:46 Autonomous Vehicle Rollouts and Uber’s Global Advantage 20:06 Uber Stock Risks: Competition, Spending and Regulation 21:10 Why Ross Mandell Is Bullish on Uber Stock 22:34 Join Ross Mandell on Patreon Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.