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Episode #107: Jonah Lupton on Research, Portfolio Building, and Risk Management

Confessions Of A Market Maker

CHAPTER

The Future of Transportation

Uber's not in that business so I really don't pay that much attention to it. The bear case for Uber one you run into a bad recession travel demand comes down because those airport trips are so profitable for Uber. If Tesla ever gets like full FSD do they build out their own robo taxi network waymo is working on some stuff and then there're definitely these companies that are building VTOLs the vertical takeoff or whatever which would almost make sense for Uber to buy them.

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