Nvidia partnerships may take years to "create incremental cash flow." 💸

AI Partnerships & Market Perception - Announcing deals with Nvidia or OpenAI is likely to positively impact a company's stock market performance [1] - The market currently perceives AI partnerships as beneficial, leading to positive stock reactions [1] Long-Term Value & Cash Flow - The ultimate determinant of AI partnership success is whether the technology generates incremental cash flows to justify the investment [1] - Significant cash flow generation from AI partnerships is not expected in the short term (this year or next year) [1] - The real impact of AI partnerships on cash flow will be evident in the longer term, specifically 5-7 years [1][2] Specific Partnership Concerns - The potential value added to Uber's core business from AI deals is questionable [2] - Some AI partnerships are viewed as having heavy optionality rather than the potential to add incremental value to the AI trade [3]