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Bluesky · Hashtag

#$UBER

62
posts · 30d
21
users
2
posts / day
3.0
posts / user
+ 660% vs last week

#$UBER is an active hashtag on Bluesky. In the last 30 days, 21 people shared 62 posts with it — around 2 a day. Activity is up 660% versus the previous week, peaking on Aug 5 with 15 posts.

#$UBER posts per day (last 30 days)

Related tags

Tags most often used together with #$UBER.

#$SHOP 13 #$AMD 13 #Earnings 12 #$SNDK 11 #$PLTR 10 #$DIS 10 #$APP 10 #$LLY 10 #$LYFT 9 #$DDOG 8 #$OPEN 8 #$SPCX 8

Posts with #$UBER

Quantian
@quantian.bsky.social
5 months ago
Not to pick on my dear sweet large son George, but: $DASH does not have network effects because it’s straightforwardly a regulatory arb; they turn a blind eye to undocumented workers in exchange for underpaying them in a way $UBER $CART etc. do not, and consumers like that they capture the savings.

I’m pretty skeptical, in part because they completely misunderstand how platform cos build their two-sided network effect. The code isn’t novel, it’s the massive investment in restaurant/driver/customer familiarity that is hard to replicate. They’re massively misstating where so many moats come from
That destroyed a particular kind of moat: habitual intermediation. DoorDash (DASH US) was the poster child. Coding agents had collapsed the barrier to entry for launching a delivery app. A competent developer could deploy a functional competitor in weeks, and dozens did, enticing drivers away from DoorDash and Uber Eats by passing 90-95% of the delivery fee through to the driver. Multi-app dashboards let gig workers track incoming jobs from twenty or thirty platforms at once, eliminating the lock-in that the incumbents depended on. The market fragmented overnight and margins compressed to nearly nothing.
6 7 55
George Pearkes
@peark.es
5 months ago
$UBER and $RIVN on the tape with the rideshare company investing $300mm initially and up to $1.25bn in the auto OEM. Also committing to purchase as many as 10k Rivian R2 robotaxis with service rolling out in SF and Miami by 2028 and 25 cities targeted by the end of 2031. $RIVN +9%.
1 8 49
John
@roqueig.bsky.social
3 days ago
Good insight into how $UBER is approaching AI token spend after making headlines earlier in the year
0 1 3
Librarian Capital
@librariancapital.bsky.social
1 day ago
Bill Ackman disclosed $UBER stake on 7-Feb-25 Stake building "beginning in early January" (2025) He didn't say "if you like it at ~$75, you will love it at ~$70", but that seemed the sentiment he was echoing
0 0 1
George Pearkes
@peark.es
6 months ago
yeah arg is that CC has bad unit economics (true for Max, probably not for Pro) but like...that doesn't mean it's *necessarily* a permanent money-loser. Stimulating demand by under-pricing can work! $UBER $LYFT $ABNB $CART $DASH etc etc
3 1 15
Robert Lee
@roberee.bsky.social
2 days ago
$UBER closed that earnings gap down in a hurry
1 0 1
LiveSquawk
@livesquawknews.bsky.social
3 days ago
$UBER Uber Q2 2026 Earnings - Adj. EBITDA $2.82B (est $2.79B) - ADJ EPS 81C (est 81C) - 2Q Rev. $14.19B (est $14.24B) - 2Q Delivery Bookings $27.46B (est $26.97B) - Sees Q3 Adj EPS 84C To 88C - Sees Q3 Gross Bookings $58.25B To $60.25B (est $59.32B)
0 0 1
Robert Lee
@roberee.bsky.social
3 days ago
$UBER "another" accounting change...c'mon
1 0 1

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