They Flee From Me with Stuart Sopp
RiskReversal Pod
00:00
The Price War With Uber and the List Founders
I hope there's a price war. I mean, that's been my thought as well. But in terms of semis, the having to have knots, it's stark actually. AMD finds itself sort of in the middle and that 10% move to the upside basically offset the move we saw post earnings. And then on the other side of the spectrum, you see a Qualcomm trading at about 106 or so. That's within an earshot of its 52-week low, I think we made in November. So how do you think about the potential for a price war? Do you think it's the thing that drives Lyft to zero? Or do you think it has any meaningful impact
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