$WRD WeRide Tape Reports
Per Ticker.id: $WRD WeRide Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-08-05 20:30 UTC.
I honestly think that Wall Street and the market are being unnecessarily hard on Uber. You know, they reached a major milestone. Trailing 12-month free cash flow surpassed $10 billion for the first time ever. Uh, gross bookings jumped 24% year over year, $58 billion total. Uh, you know, the CEO noted that they had a wave of growth linked to the FIFA World Cup. You know, there were more than 8 million tourists that utilized the Uber platform across the North American host cities. During the tournament. We saw in July that Uber has agreed to acquire Germany-based Delivery Hero in a nearly $15 billion deal. This is really important to expand their market share in international food and grocery delivery. The thing that I'm really interested right now is the way in which they're investing in their AV Labs division. You know, Uber is committed to spending more than $10 billion over the coming years on this new division. Their CEO has said as the industry's moving from testing tech into mass market deployment, they really want to position their network as the commercialization engine for every player in the space. And this is really interesting, right? I mean, we've seen the kind of changing dynamic with Alphabet's Waymo. We had that announcement a little while ago that they're ending their exclusivity agreement in Atlanta and Austin by early 2028. And Uber's really looking to mitigate any reliance on any single provider. Um, in their earnings remarks today, management was talking about their rapid expansion with a, a UK-based company called Wave, uh, which just secured critical private hire vehicle licenses to launch automated automated rides on Uber in London. They've got integrations with other companies like WeRide, Azoox, which of course is owned by Amazon, Nuro. They also have a multi-year deal to put 10,000 custom Rivian R2 Robotaxis exclusively on the Uber network by 2028. So I think there's a lot of exciting things happening with this company. I don't understand why the market is so hard on it.
Rachel Warren — Motley Fool Hidden Gems Investing · Shopify Shines and Uber Declines · 2026-08-05Yeah, the 2 months, 3 months ago. Um, so when you have these unrestricted and companies start YOLOing it, uh, you will have protests in the street because drivers immediately start losing 10%. There's like a 10% downward pressure on pricing. And so they're gonna— AVs are gonna be licensed, they're gonna be limited by the number of them, and there are gonna be rules for the road that are different in different cities. And, you know, as much as it sounds great logically for there to be one rule for everybody, it's just not how America works. It's not a top-down thing. And as you can see in the top-down place, China, which has a lot of regional actual autonomy, even though people like to think of it as top-down, they do have actually a lot of regional autonomy. The next phase is the unions and the drivers fighting it out with the AV companies. So you have the DoorDash, Uber, and Lyft over here. You got Waymo and Tesla and Baidu and WeRide and, uh, Zoox, you know, uh, and, uh, Nuro. You can— and, uh, the Lucid Gravity. So you're gonna have— there's at least 15 players here in the US right now, and you've heard of probably 10 of them. Then you have the pure play non-AV, and then you have in the middle these aggregators, Lyft, DoorDash, etc. DoorDash has their own hardware now. But now think— let's take Uber out of it for a second and just think from first principles about DoorDash. DoorDash has DoorDashers that are doing 99.99% of deliveries. And in some cases, there are unions, and they've been fighting over in every single locale minimum wage. And do they get paid for downtime?
Jason Calacanis — This Week in Startups · Jason turned $11 and one tweet into 1.1M views | E2311 · 2026-07-13So again, let's think about the self-driving car world for a couple of minutes. The technology is being developed worldwide. It's being developed in the United States. Waymo, of course, is the leader, really the worldwide leader. Zoox, which is owned by Amazon, is much, much smaller, but trying very hard to come up behind. Behind Waymo, and then there'll be many others, including maybe NVIDIA and companies that aren't even really in the space now, but will want to sell their technology to different OEMs, to different car manufacturers. There's also technology coming out of China. Baidu is sort of the Google. You think of it as kind of the Alphabet of China. And there are many, many others. There's a company called WeRide. There's a company called Pony. There's a company called Momenta. There's a company called Geely. I was just in China a couple of weeks ago looking at the incredible just growth of technology there, both, you know, kind of hardware and, and software type technology. Okay, so that's all background. It's going to be deployed worldwide, and, uh, in the United States, Chinese technology is not super welcome for obvious reasons. But Europe is taking maybe a little bit of a more, um, uh, sort of ecumenical approach where they're kind of looking at different technology providers and saying, let's experiment So in London, we're partners with Baidu. Baidu has a very, very highly regarded self-driving platform, and we're just in the early days of rolling it out there. It's called an RT6 car. This is sort of behind-the-scenes stuff, and it literally is just rolling off boats right now, and it'll be commercialized next year.
David Risher — Masters in Business · Bonus: The Future of Ride-Hailing with Lyft CEO David Risher · 2026-07-08And these companies that didn't exist 3 or 4 years ago are now going public, are introducing commercial products that seem to be, you know, at least having an impact on some of the biggest companies in the world. All right, let's move over to autonomous vehicles. This is something we've talked a lot about electric vehicles and autonomous vehicles in the past, but It seems like we're at an inflection point here where there are so many companies that are bringing autonomous vehicles to market. So I want to, I want to leave this a little bit wide open. How do you think about autonomous vehicles like the Waymos, the WeRides, Mobileye, Neuro, kind of the upstarts that are providing either technology or a vertically integrated solution like Waymo does to the incumbents in the market? And that could be GM, it could be Tesla,, and it could be companies like Uber. John, where do you wanna be? Do you wanna be the companies that's trying to disrupt the market or the incumbents who are trying to hold off those disruptions?
Travis Hoey — Motley Fool Hidden Gems Investing · The New Villian in Tech · 2026-06-26