近日，海外版《外卖骑手困在系统里》在 Reddit 上发酵，获得了超过 8.7 万赞，直冲首页。 一个名为 Trowaway_whistleblow 的新注册用户声称自己是某外卖平台的软件工程师，即将离职，准备揭露公司的黑幕。 这是一个符合大众对「万恶资本」的想象的故事，但也是一场 AI 生成的骗局。 DoorDash 确实曾因窃取司机小费被起诉，最终支付了 1675 万美元的和解金。 零工经济平台对劳动者的剥削早已不是秘密。 纽约市配送员倡导组织 Los Deliveristas Unidos 在一份声明中说「这些指控之所以令人不安，不是因为它们 令人震惊，而是因为它们符合配送员非常熟悉的模式」。 当新的指控出现时，人们几乎本能地选择相信。 原贴截图 帖子详细描述了平台如何操纵算法损害消费者和配送员的利益，细致程度让你很难怀疑这是编的：比如故意延缓普通订单的配送速度，让付费的优先订单 显得更快，又或者收取所谓的「监管响应费」，实际上却用这笔钱游说反对司机工会。 最让人难以接受的是：举报人称平台会根据司机接单的时间和频率计算一个「绝望程度评分」（Desperation Score），如果一个司机总是在晚上 1 ...

Core Insights - Uber Technologies (UBER) is reportedly in discussions to acquire parking startup SpotHero, which would enable Uber to offer reserved parking for drivers [1][10] - SpotHero, valued at approximately $290 million, operates in over 400 North American cities, allowing users to reserve parking spaces [2] - The acquisition would diversify Uber's revenue streams beyond its core ride-hailing business [2] Group 1: Business Expansion and Diversification - Uber has diversified its operations over time, expanding into food delivery and freight services, which is crucial for mitigating risks [3] - Recent partnerships, such as with ALDI, enhance Uber Eats by providing a selection of fresh groceries for delivery, further broadening its service offerings [4][10] - The acquisition of Dantaxi last year has positioned Uber as a leading mobility platform in Denmark, showcasing its commitment to growth through strategic acquisitions [4] Group 2: Financial Performance and Valuation - Uber's shares have increased by 26.5% over the past year, underperforming compared to the Zacks Internet-Services industry's growth of 58.9% [5] - The company trades at a 12-month forward price-to-sales ratio of 2.82X, which is considered inexpensive relative to its industry and competitor DoorDash [8] - The Zacks Consensus Estimate for Uber's earnings has shown positive revisions over the past 60 days, indicating an upward trend in earnings expectations [11]

Key Points Uber has become the global leader in both rideshare and delivery. Revenue continues to rise at double-digit rates. Given its valuation, regulatory troubles are likely priced into Uber stock. 10 stocks we like better than Uber Technologies › When it comes to investing, the market does not offer many "forever stocks." In fact, when one sees the decline and fall of holdings once perceived as forever stocks, such as Sears or Kodak, one might question whether it makes sense to assume any st ...

Core Viewpoint - The article discusses the potential shift in market leadership from Palantir Technologies to three established companies—Coca-Cola, NextEra Energy, and Uber Technologies—due to historical trends and market dynamics in the AI sector and beyond [1][4]. Group 1: Palantir Technologies - Palantir Technologies has seen a dramatic increase in its stock price, rising over 2,900% in 2023, making it the 19th-largest publicly traded company on Wall Street [2]. - Despite its rapid growth, Palantir's price-to-sales (P/S) ratio is approximately 127, significantly higher than the historical average for megacap companies, suggesting potential unsustainability [4]. - Historical trends indicate that no major tech company has maintained a high P/S ratio for an extended period, raising concerns about Palantir's future performance [4]. Group 2: Coca-Cola - Coca-Cola's market cap is approximately $302 billion, trailing Palantir by about $159 billion, but it is positioned for potential growth in 2026 [5][7]. - The company's business model is highly predictable, as beverage consumption remains stable regardless of economic conditions, leading to consistent cash flow [7][8]. - Coca-Cola's global presence and effective marketing strategies contribute to its resilience and ability to engage diverse consumer demographics [9][10]. Group 3: NextEra Energy - NextEra Energy, with a market cap of around $167 billion, is positioned to potentially surpass Palantir, currently trailing by about $295 billion [12][15]. - The company operates 76 gigawatts of electrical capacity, with 57% derived from renewable sources, making it a leader in renewable energy generation [14]. - NextEra's predictable cash flow from electricity demand and its involvement in the AI sector through increased electricity needs for data centers position it favorably for future growth [16]. Group 4: Uber Technologies - Uber Technologies has a market cap of approximately $169 billion and is a leading player in the U.S. ride-sharing market, holding a 76% market share [18][19]. - The company is leveraging AI for various operational efficiencies, including route tracking and demand forecasting, providing investors with exposure to AI while maintaining a solid business foundation [20]. - Uber's diversified operations, including food delivery and freight logistics, enhance its resilience and long-term growth prospects, especially during economic expansions [21].

Lyft needs to consistently maintain growth rates that are similar to or better than Uber's to keep up with the S&P 500 in the long run.In its particular industry, Lyft (LYFT 2.22%) is generally thought of as the No. 2 to Uber Technologies (UBER 0.48%), but the former's 40% return this year has captured more people's attention. Lyft stock has actually outperformed Uber this year, although the five-year picture is much different. And while the S&P 500's performance didn't keep up with Lyft in 2025 (up 16%), t ...

Key Takeaways UBER launched commercial robotaxi rides in Dubai via a partnership with WeRide and local authorities.This marks UBER's second AV rollout in the UAE and expands its global autonomous transport footprint. UBER posted 21% growth in total gross bookings in 3Q25, with strong gains in the Mobility and Delivery units. Earlier this month, Uber Technologies (UBER) launched robotaxi passenger rides in Dubai on the Uber app, teaming up with WeRide (WRD) , a Chinese autonomous vehicle company, for the pur ...

Group 1 - Uber Technologies Inc. is considered one of billionaire David Tepper's top stock picks for 2026, despite facing competitive pressures from Waymo and Tesla [1] - Analysts at Citizens have reiterated a Market Perform rating on Uber, indicating a cautious outlook amid competition [1][2] - Citizens believes that Waymo's current autonomous vehicle service does not pose a significant threat to Uber's ride-hailing service due to vehicle supply constraints, although future developments could increase competitive pressure [2][3] Group 2 - The potential acquisition of Lyft by Waymo could enhance its competitive position against Uber, raising concerns for the company [3] - Tesla's advancements in autonomous technology are also viewed as a potential threat, as they could lead to a competitor with scaled manufacturing capabilities [3] - In response to competitive pressures, Uber has launched a robotaxi service in Dallas, allowing users to request rides in autonomous vehicles at no additional cost [3][4] Group 3 - Uber Technologies, Inc. operates a global platform that connects users with drivers and couriers, offering services such as ride-hailing and food delivery, fundamentally transforming urban transportation [5]

Core Insights - The strategic alliance between Rakuten and Uber aims to enhance user experience by integrating Rakuten ID into Uber's services, creating new value through Rakuten Points, a significant loyalty program in Japan [1][8]. Strategic Partnership and Loyalty Program Integration - Uber Japan and Uber Eats Japan will implement Rakuten Payment's shared point service, allowing users to earn one Rakuten Point for every 200 yen spent on these platforms [2]. - Users can combine Rakuten Point Online with Rakuten Pay to earn up to 2% back in Rakuten Points, increasing the benefits of using Uber's services amid rising living costs [3]. Subscription Benefits and Personalized Experience - By subscribing to Uber One for 498 yen monthly, users can earn Uber One Credits equivalent to 10% of the fare amount, enhancing savings [4]. - The partnership enables Uber to utilize Rakuten's extensive data assets for personalized recommendations and promotions [4]. Special Campaigns and Future Plans - A campaign titled "Earn up to 1,000 Points by Linking Your Rakuten ID with Uber" will run until December 22, 2025, incentivizing users to link their accounts and spend on Uber services [5]. - The first 500,000 users who link their Rakuten ID and spend at least 1,500 yen on Uber Eats will earn 300 Rakuten Points, with additional points available for Uber rides [6]. Additional Benefits for Specific Users - Rakuten Mobile subscribers linking their Rakuten ID will receive 20 times the standard Rakuten Points when using Uber or Uber Eats [7]. - Uber One members who link their Rakuten ID can purchase an annual plan at a 70% discount, further enhancing the value of the subscription [11].

Group 1: Tesla's Market Position and Future Prospects - Tesla shares are experiencing stability after approaching an all-time closing high, with discussions around the testing of driverless robo taxis and Ford's retreat from EV ambitions [1] - The potential for Tesla to achieve significant market cap growth is highlighted, with estimates suggesting it could reach another trillion or two next year [1][2] - The company is expected to face challenges in the EV market, including declining sales in Europe and the US, but the vision for full self-driving and autonomous driving remains a key driver for its valuation [3][4] Group 2: Robo Taxi Development and Market Impact - The successful rollout of the cyber cab and full self-driving technology is seen as crucial for Tesla's future, although the timeline for approval and implementation may be slower than anticipated [4] - The potential for significant stock price increases is discussed, with projections suggesting a rise to the 500-600 range over the next couple of years [4] Group 3: Competitive Landscape with Uber - Uber's stock has seen a decline, attributed to Tesla's advancements in testing robo taxis, raising questions about Uber's business model [6] - Despite the challenges, Uber is viewed as a strong platform with a loyal user base and potential benefits from the integration of AI and robo taxi technology, which could improve margins by reducing driver costs [7][8] - Uber's position as a market leader in ride-sharing and its expansion into verticals like Uber Eats provide a defensible market position, even amidst profit-taking after a strong year [8]

Nearshoring, Mexico investment and tightening truck capacity could reshape North American freight flows next year. Uber Freight’s latest market outlook points to a U.S. freight market that is quietly stabilizing and setting up for tighter conditions in 2026, with cross-border trade with Mexico emerging as one of the most important structural drivers. Uber Freight is a part of San Francisco-based Uber Technologies Inc. (NYSE: UBER), which operates three platforms: Uber (ride-hailing), Uber Eats (food and ...