
Okay, Computer: Range Anxiety with Dan Teran, Max Veggeberg and Eric Owski
RiskReversal Pod
00:00
The Rise and Fall of Uber and the Digital Twins
Jensen Wong: One of the big bear cases on a lot of these sorts of delivery companies has just been the unit economics really sucked for these things. So when you think about as they grow and their ability to kind of have much higher margin revenue from advertising, talk to me a little bit about this because this is something also that you've tracked with the rideshare companies. Jensen Wong: I started recognizing these ads in my rideshare apps that I just generally didn't pay much attention to. But this is making, I think Uber had over a half a billion dollars in ad revenue. And again, we know this was a really annual run rate. This became a real behemoth here
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