"The Riff" with Byrne Hobart and Erik Torenberg cover image

E44: Founder Mode, Uber’s Self-Driving Strategy, and Big Tech Skepticism

"The Riff" with Byrne Hobart and Erik Torenberg

CHAPTER

Shifting Narratives in Asset Management and Autonomous Vehicles

This chapter explores the evolving landscape of asset management, particularly in measuring investment skill versus luck, with a focus on big tech companies and the narratives that shape stock performance. It delves into Uber's strategic partnerships in the autonomous vehicle sector, examining their impact on urban mobility and the complexities of corporate governance during technological transitions. The discussion highlights the interplay between public perception, investor behavior, and the challenges of adapting to new transportation models.

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