mobility
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 17, 2026 by Andrew Macdonald (Mac) · across every show →
Everything said about mobility, oldest first
Aug 17, 2026 bullish
Macdonald: Uber's delivery business is nearly mobility's size and growing faster
“Because, I mean, even this sort of like the existential questions we get about AV tend to ignore the fact that we have basically an equally sized food delivery business that's in market leading positions in most of our markets around the world. We get almost z…”