Super hot take: $UBER will be way better off shedding its entire transport business and going balls to the wall on the next-gen gig economy between humans. Allow me to explain. AI is creating three distinct economies through physical and digital AI - let's call these AIs agents. An agent can be Claude Code, Grok Bot, Muse, etc. in the digital world, and a drone, humanoid robot, self-driving car, etc. in the physical world. The three economies are: Human to human - mostly what we have today. Literally any company you interface with there's a human on the other side. Human to agent - what's starting to take off. People deploying Claude Code, Grok Bot, Muse etc. to do work on their behalf. As physical AI takes off, it will be hailing a self-driving car, getting a drone delivery, having a humanoid clean your house, etc. Agent to agent - where most of the economy is going. Agents can work 100000x faster, better, and cheaper than humans. They will do most of the work on our behalf to keep our societies humming. This will manifest as "Abundance" - aka shit just happens and it's awesome. Under its current structure, all of Uber's revenues are coming from business lines that are going to be disrupted to hell with the advent of agents in the physical world - aka self-driving cars. I've talked about this many times, but Uber's position in the transportation game when players like Tesla $TSLA can spit out self-driving cars at will renders Uber's value proposition extremely exposed. Why pay the Uber markup when you can get a self-driving car straight from the manufacturer for cheaper, faster, safer, and more consistent? Makes no sense long term. HOWEVER - humans are not going to stop wanting things from humans, ESPECIALLY in the age of abundance. Driving will no longer be one of those things, but other things will be. When everyone can afford an amazing home cooked meal by an expert chef, or a luxury massage, a personal trainer, a life coach, etc. - these industries will EXPLODE. These industries will FOR SURE be single-person "companies", or very small businesses, that can find their clientele (and vice-versa) through Uber. Uber can be humanity's foundational layer for the human-to-human economy. Whatever a human could ever need from another human, just go on Uber! Why isn't Uber doing this already?!