Why Uber Stock Could Be the Biggest Winner in Autonomous Vehicles
2026-09-24 · 23 min · episode 180 · 4 entities
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Episode description as stored
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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.
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⏱️ 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
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